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Human Resources

Southern Illinois University Carbondale

Supplemental Retirement Plans

Approved Vendors

As of July 1, 2009

The following vendors and their appointed representatives have been authorized by the Board of Trustees to offer tax-deferred annuities to the employees of Southern Illinois University Carbondale. For information concerning enrollment or to establish a tax shelter account, please contact the representative below.

Franklin Templeton

Joel W. Sambursky
Forbes Financial Group
1160 Cedar Court
Carbondale, IL 62901
(618) 529-1940 or (888) 529-1940
E-mail: joel.sambursky@forbesfinancialonline.com
Website:  www.forbesfinancialonline.com

ING Life Insurance & Annuity Company

Robert Jilek
Midwest Financial Services
301 S. Wall, Suite A
Carbondale, IL 62902-3936
(618) 529-7321
E-mail: robertjilek@gmail.com
Website:  www.ing-usa.com

Dennis Burd
1001 East Main St PPE #3
PO Box 3677
Carbondale , IL 62902-3677
(618) 549-2168
E-mail:  cdennis.burd@nmfn.com
Website:  www.nmfn.com

Massachusetts Mutual Life Insurance Company

Stephen J. Lather
206 W. College St.
301 S. Wall, Suite A
Carbondale, Il 62901
(618) 529-5656
E-mail: sjlather@finsvcs.com
Website:  www.massmutual.com

Quorum Consulting Group (Citigroup SmithBarney)

The Noonan Group
Sean Fairglough, CRPS®
3201 W.White Oaks Dr., Suite 100K
Springfield, IL 62704
(800) 216-7215
E-mail: sean.fairclough@smithbarney.com
Website: www.smithbarney.com

Security Financial Resources, Inc

Carbondale Campus
Scott McClatchey
Alliance Investment Planning Group
115 S. Washington
Carbondale, IL 62901
E-mail:  scott@allianceinvestmentplanning.com
Website:  www.securitybenefit.com

Springfield Campus
Keith Hamann
2659 Farragut Dr
Springfield, IL 62704

Thrivent Financial

Terry W. Estel
5 Bermuda Rd
Murpysboro, IL 62966
(618) 687-9224 or (618) 687-4794 home
E-mail: terry.estel@thrivent.com
Website: www.thrivent.com

TIAA-CREF 

Southern Illinois University*
Employee Benefits
Carbondale, IL 62901-6520
(618) 453-6668

Website: www.tiaa-cref.org

*Application and payroll deduction only.  For fund information or investment performance contact TIAA-CREF directly at 800-842-2005.

 

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