Approved Supplemental Retirement (403B) Plan Companies and Agents
SIU SCHOOL OF MEDICINE - OFFICE OF HUMAN RESOURCES
APPROVED SUPPLEMENTAL RETIREMENT (403B) PLAN COMPANIES AND AGENTS
NOTE: The Board of Trustees has authorized the following companies/agents to offer supplemental retirement plans to the
employees of Southern Illinois University. For information or to establish a salary tax shelter, contact a preferred agent from the list.
FIDUCIARY TRUST INTERNATIONAL OF THE SOUTH (FRANKLIN TEMPLETON)
Element: Frank Temp
Contact: Paul McIntosh, MBA
Waddell & Reed Financial Advisors
9000 Keystone Crossing, Suite 350
Indianapolis, IN 46240
Phone: 317-663-8444, Ext 116
Cell: 812-459-7489
Fax: 317-481-1189
E-mail: pmcintosh@wradvisors.com
Website: www.fiduciarytrust.com/
SECURITY FINANCIAL RESOURCES, INC
Element: Secur Ben
Contact: Dan Snodgrass
Synergy Wealth Solutions
3000 Happy Landing Dr.
Springfield, IL 62711
Phone: 217-210-2022, Ext 122
Cell: 217-306-0186
Fax: 217-210-2052
Email: dsnodgrass@financialguide.com
Website: www.securitybenefit.com
MORGAN STANLEY WEALTH MANAGEMENT
Element: CitiGroup
Administered by: Quorum Consulting Group
Contact: Larry A. Hardy, Vice President
3201 West White Oaks Dr, Suite 201
Springfield, IL 62704
Phone: 217-547-2914 or 800-535-2870
Fax: 217-547-2929
Email: Larry.Hardy@morganstanley.com
Website: www.morganstanley.com
TIAA
Element: TIAACREF
(TEACHER’S INSURANCE & ANNUITY ASSOCIATION-COLLEGE RETIREMENT EQUITY FUND)
Contact: Patrick Windle or SIUSOM Benefits
Phone: 630-480-8310
Fax: 312-332-2276
55 E Loop Rd, Suite 101
Wheaton, IL 60189
Email: pwindle@tiaa-cref.org
Web address: www.tiaa-cref.org
Kim Ellis (Asst): 314-763-6701 (ordering)
Applications are available from the SIUSOM HR Benefit Services office