Tax Deferred Annuities

Employees who are interested in having a portion of their income placed in a 403(b) tax-deferred annuity plan through payroll deduction may do so ONLY with the companies listed below. Salary Reduction Agreement forms are available in the Human Resources office and are required prior to activating the deduction.  Enrollment forms for participation must be obtained by contacting the vendor of your choosing.  Note:  The Human Resources Department has enrollment forms TIAA-CREF.

Ameriprise Financial Services, Inc.
Local Representatives:

Patricia Barton (906-225-7526)
Doug Garrow (906 225-0661)
Alysia Harrick (906-228-6018)
Larry Larson (906-228-9191)
Doug Weyher (906-228-3505)

Please search the Yellow Pages for additional local representatives.

Fidelity Investments
PO Box 31401
Salt Lake City, UT 84131
(1-800-343-0860)

*Teachers Insurance and Annuity Association
College Retirement Equities Fund
730 Third Avenue
New York, NY 10017
(1-800-842-2776)
http://www.tiaa-cref.org

Information on the TIAA-CREF plan may be obtained in the Human Resources Department.

Thrivent Investment Management
1500 W. Washington St., Suite 5
Marquette, MI 49855
Local Representative: Richard T. Hartwig (906-225-8001)

VALIC Financial Advisors, Inc.
2505 E. Paris SE, Suite 180
Grand Rapids, MI 49546
(1-800-892-5558, Ext. 87214)
Local Representative:   John Sutton

Wells Fargo
101 W. Washington Street
Marquette, MI 49855

Local Representatives: 
Cindy Heise (906) 228-1487
Grant Kierzek (906) 228-1428
Tim Ryan (906) 225-6815