Tax Deferred Investment Plan 403(b)

Contacts

Larae Kostal: (573) 882-6582

Rebecca Hay: (573) 884-2350

Details

• TDI Plans Investment Booklet
• How to Start a Tax Deferred Salary Reduction
• Requirements for Companies Participating in the TDA Program
• Pre-tax 403b Salary Reduction Agreement Download
• Universal Availability
• 2011 Dollar Limits for 403b and 457b Voluntary Retirement Plans
• Alphabetical Listing of TDA Companies
  • Valic Financial Advisors
    • News update - Valic asserts independence from AIG
  • American Century Information
    
    • 403b American Century Enrollment
  • Fidelity Investments Information
    
    • http://plan.fidelity.com/universityofmissouri
    • Reminder for the online Fidelity tool
  • Franklin Templeton Trust Company
  • Jackson National Life Insurance Company
  • Metropolitan Life Insurance Company
  • T. Rowe Price Associates Information
    
    • 403b T. Rowe Price Enrollment
  • Teachers Insurance & Annuity Association (TIAA) College Retirement Equities Fund (CREF) Information
    • Teachers Insurance & Annuity Association (TIAA) College Retirement Equities Fund (CREF) Enrollment
  • The Vanguard Group Information
    
    • 403b Vanguard Enrollment
  • Waddell & Reed, Inc. Financial Services

If you choose one or more of the following companies: American Century, Fidelity, T. Rowe Price, TIAA-CREF, or Vanguard, you will need to download the account application or complete the on-line enrollment for that company.  You will then return the on-line confirmation or enrollment pages to the UM system Benefits office along with the Salary Reduction Agreement.

Please be advised, all participation in the Roth 403b & Pre-tax 403b plans can not exceed the annual maximum allowable per year.

Reviewed 2012-07-30.