|
Tax
Deferred Investment Plans
Western
Carolina University offers several tax deferred investment
plans in which eligible employees may participate. The
plans allow employees to reduce current taxable income
while setting aside funds to supplement retirement benefits.
An employee may enroll at any time by completing an
enrollment form and a Salary
Reduction Agreement. For more information, contact
the Office of Human Resources (227-7218).
457
Deferred Compensation Plan
Starting December 2008 Prudential will be our carrier for the 457 plan.
Great-West Retirement
Services (formerly BenefitsCorp) -
A Great West Company
Al Calvo
Two Hanover Square, Suite 1640
Raleigh, NC 27601
Phone: (919) 755-1910 ext. 105
Toll Free: (888) 600-2763
Fax: (919) 755-3688
403(b) Plans
Starting January 2009 our only 403(b) carriers will be Fidelity and TIAA-CREF.
Fidelity
Investments
Earl Jewkes, CRPC
PO Box 770002
Cincinnati, OH 45277-0090
Phone: (800) 553-4421
AIG
VALIC
John Richardson
3100 Tower Blvd. Suite 1601
Durham, NC 27707
Phone: (828) 452-9580
Toll Free: (828) 892-5558 ext. 89981
Lincoln
National
Charles E. deKrafft
6525 Morrison Blvd. Suite 110
Charlotte, NC 28211-3561
Phone: (704) 943-2131
Toll Free: 1-800-775-3272
TIAA-CREF
Al Gonzalez
Concourse Building
One Copley Parkway
Suite 400
Morrisville, NC 27560
Toll Free (1-877-267-4505)
Telephone Counseling Ctr 1-800-842-2776
Maximum Exclusion Allowance (MEA)
1-800-842-2733 Ext. 2929
Institution Code #1994
Horace
Mann
Robert Lindsay
P.O. Box 460
Dillsboro, NC 28725
Phone: (828) 586-2610
401(K)
- State Supplemental Retirement Income Plan
Prudential
Dan Farmer
PO Box 974
Etowah, NC 28729
Phone: (828) 890-2673
|
