• There are three voluntary investment choices, which are defined contribution plans. They are the 403(b) tax shelter annuity, the 457 deferred compensation plan, and the 403(b) Roth. Complete the Salary Reduction Agreement form to participate.

     

    The investment choices are managed by our third- party Administrator, Mid-America.  Employees need to complete both the enrollment forms with one of the three approved vendors and the form from Mid-America.
     

    If you are eligible for a matching contribution, Payroll will calculate it according to the appropriate labor contract/agreement.


    Approved 403B Vendors:

    Empower (formerly Great West) Contact: 
    Katie Williams
    LPL Registered Representative
    305 Minnetonka Ave. S.  Suite 100, Wayzata, MN  55391
    website: www.classic-financial.com

    Phone: 952-955-8216  Fax: 952-955-8218  Email: kwilliams@lpl.com


    Voya (formerly ING) Contact:
    Brenton C Ruebling, Financial Advisor
    Capital Street Financial Services, Inc.
    85 East 7th Place, Suite 275, Saint Paul, MN 55101

    Phone: 651-665-4300  Fax: 651-665-0121 

    Email: bruebling@capitalstreet.biz

    website: www.capitalstreet.biz

     Valic   Contact:  
    Dana Effertz CRPC, CMFC, MBA  |  Financial Advisor  |  VALIC Financial Advisors, Inc.
    7650 Edinborough Way  | Suite 320 | Edina, MN 55435
    Cell: 612-280-6149|  Office: 952-838-7800 | Fax: 612-326-4021|  Email: dana.effertz@valic.com
    Website: www.valic.com    

     

     

    All new accounts and any changes must fill out a new SRA ( Salary Reduction Agreement)   

    MidAmerica Salary Reduction agreement