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Tax-Sheltered Annuity Program

UCM participates in a voluntary Tax-Sheltered Annuity (TSA) program that allows full-time and part-time employees to have monies withheld from their pay on a pre-tax basis to be set aside for retirement.

The voluntary TSA contributions are 100% paid by the employee and are a supplement to the MOSERS retirement benefit.

Employees should contact Human Resources to complete the Tax Sheltered Annuity Salary Reduction form to begin or change their current contributions.

The companies listed in the document below are the only authorized 403(b) and 457 providers. Employees may contact them for more information.

Voluntary Tax-Sheltered Annuity Program

Company's and contacts* listed below are the only authorized 403(b) and 457 providers.

Axa Equitable

Contact Person: Tyson Sprick
7400 W. 110th St, Suite 700
Overland Park, KS 66210

MetLife Resources and MetLife 457

Contact Person: David A. Yount
615 SW 3rd St, Suite B
Lee's Summit, MO 64063
816-217-8888 (Cell)

Edward Jones Company

Contact Person: Alan Brandt
P.O. Box 1347
501 E Young, Suite A
Warrensburg, MO 64093

Murdock Banner Financial Group

Contact Person: Craig Coen, Mark Banner or Chad Appleton
206 S. Holden
Warrensburg, MO 64093
660-747-3522 or

Fidelity Investments Institutional Services

PO Box 770002
Cincinnati, OH 45277-0090


4910 Corporate Centre Drive
Suite 101
Lawrence, KS 66047

Lincoln Investment Planning, Inc.

Contact Person: Rex Swartz
1600 Genessee - Suite 823
Kansas City, MO 64102


Contact Person: Justin Oldham
13180 Metcalf, Suite 240
Overland Park, KS 66213

State of MO Deferred Comp 457 Plan
ICMA-RC Services, LLC

Contact Person: Jonathan Binkley
3349 American Ave, Suite A
Jefferson City, MO 64109
800-392-0925, opt. 3, ext. 1

Waddell & Reed

Contact Person: Paula Elliott
317 W. Young, Suite B or
Warrensburg, MO 64093