NORTHERN MICHIGAN UNIVERSITY

TAX DEFERRED ANNUITIES

 

Employees who are interested in having a portion of their income placed in a tax-deferred annuity [403(b)] plan through payroll deduction may do so with the companies listed below by contacting the representative listed.  Salary reduction agreement forms are available in the Human Resources office and are required prior to activating the deduction.

 

AIG VALIC Financial Advisors, Inc.

2505 E. Paris SE, Suite 180

Grand Rapids, MI  49546

(1-800-892-5558, Ext. 88142)

Local Representatives:  John Sutton

                                    Cell:  (906) 458-0130

                                    Fax:  (616) 285-5161

john_sutton@aigvalic.com

 

Ameriprise Financial Services, Inc.

2400 US-41 West

Marquette, MI  49855

Local Representatives:   Doug Garrow (225-0661)

 Larry Larson (228-9191)

 Geno Maino (225-0661)

112 W. Washington

Marquette, MI  49855

Local Representative:    Doug Weyher (228-3505)          

                       

310 W. Washington

Marquette, MI 49855

Local Representative:    Mark Simon (228-9089)

 

536 W. Washington-Suite 1

Marquette, MI 49855

Local Representative:    Patricia Barton (225-7526)        

 

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

 

Thrivent Investment Managment

1901 W Ridge St, Ste 3

Marquette, MI 49855

Local Representatives:  Richard T. Hartwig (225-8001)   dick.hartwig@thrivent.com

www.thrivent.com          Bradley Monnett (225-8001) brad.monnett@thrivent.com

 

Wells Fargo

101 W. Washington St.

Marquette, MI 49855

Local Representatives:  John Evans – 225-6814 – john.g.evans@wellsfargo.com

                                    Cindy Heise – 228-1487 – cindy.l.heise@wellsfargo.com

                                    Grant Kierzek – 228-1428 – grant.kierzek@wellsfargo.com

                                    Tim Ryan – 225-6815 – tim.ryan@wellsfargo.com

                                                                       

*Information on this plan is available in the Human Resources Department, 158 Services Building

 

 

Revised 10/07