Tax-deferred Savings Plans
TIAA-CREF |Fidelity | Sanford
Tax-deferred savings plans (optional)
Employees may contribute to an optional 403(b) tax-deferred savings
plan through payroll deduction. These 403(b) contributions
may be invested with TIAA-CREF or Fidelity.
After reaching their maximum 403(b) contributions, employees
may contribute to an optional 457(b) tax-deferred savings
plan through TIAA-CREF.
For more details, please review this year's Tax-Deferred Savings Enrollment Information.
Sanford Advisory Services
Financial consultants at Sanford Advisory Services are available to assist University employees with enrolling in the tax-deferred savings plans or to provide investment counseling.
To make an appointment for a personal consultation
or for answers to your questions, please contact:
Sanford Advisory Services
590 W. Centre Avenue, Portage, MI 49024
Phone: 269-488-6900
Toll-free: 1-800-488-8041
Jane Brady-Ertz at jane.brady-ertz@RaymondJames.com
Need more information?
Please contact Human Resources.