Tax Sheltered Annuities
The Board of Trustees has authorized the following companies/agents to offer tax-sheltered annuities to the employees of Southern Illinois University. For specific information on these salary shelters available to SIU employees, contact the agent specified.
Contact: Joel Sambursky
Forbes Financial Group
1160 Cedar Court
Carbondale, IL 62901
Phone: (618)529-1940 or (888)529-1940
web address: www.forbesfinancialonline.com
Email address: joel.sambursky@forbesfinancialonline.com
Contact: Robert Jilek
Midwest Financial Services
301 S Wall, Suite A
Carbondale, IL 62902-3696
Phone: (618)549-7321
web address: www.ing-usa.com
Email address: rjilek@royalaa.com
Contact: Kenneth L. Morey, Representative
Financial Network Investment Corporation
430 East Vine Street
Springfield, IL 62703
Phone: (217)525-9500
Fax: (217)528-1526
Email address: moreyk@financialnetwork.com
Element: Mass Mut
Contact: Stephen J. Lather
P.O. Box 3067
206 W. College Street, Suite 22
Carbondale, IL 62901
Office Phone: (618)529-5656
Cell Phone: (618)713-4215
Fax: (618)529-1655
web address: www.massmutual.com
Email address: sjlather@finsvcs.com
Administered by: Quorum Consulting Group
Contact: Sean Fairclough, CRPS
3201 West White Oaks Drive
Springfield, IL 62704
Phone: (217)547-3500 or (800)216-7215
Fax: (217)547-3535
web address: www.quorum401k.com
Email address: Sean.fairclough@smithbarney.com
Administered by: Alliance Investment Planning
Mutual Funds for Security Benefit
Contact: Keith Hamann
2659 Farragut Drive
Springfield, IL 62704
Phone: (217)546-9576 or (217)553-4183
Fax: (217)726-6209
Email address: Keith@hamannfinancial.com
Contact Person: Don Cheval or SIU SM Benefits
200 N. LaSalle, Suite 1600
Chicago, IL 60601
Phone: (800)842-2005 ext. 5620
Fax: (314)963-1030
web address: www.tiaa-cref.org
Contact: Kevin Taalman
Phone: (312)345-5653
SIU SM Benefits department has applications.
Contact: Terry W. Estel
5 Bermuda Road
Murphysboro, IL 62966
Phone: (618)687-9224 or (618)687-4794
web address: www.thrivent.com
Contact: Mark Pierce
3240 Hedley, Suite D
Springfield, IL 62711
Phone: (217)787-4794
Fax: (217)547-9624
web address: www.thrivent.com
Additional investor information may be found at the Securities Exchange Commission website listed below: http://www.sec.gov/
