ACADEMIC ENRICHMENT FUND
403b Retirement Annuity Program
ELIGIBILITY and ENROLLMENT Any full time, part time or visiting faculty member ranked Instructor/Lecturer and above, who receives a portion of his or her salary from the Academic Enrichment Fund is eligible to receive a monthly employer contribution to one or more of the approved annuity programs listed below.
Annual compensation limits and annual contribution limits are established by the I.R.S. The rate of contribution will equal the current Optional Retirement Program rate.
New faculty must complete enrollment in this program within 60 days of begin date to ensure monthly contributions as of the date of employment. Enrollment after 60 days will result in contributions as of the effective date of signed College of Medicine Academic Enrichment Fund Annuity Agreement.
AEF Annuity Agreement For further information, please contact your annuity representative or your Fringe Benefit Office
Gainesville, 352-273-5077
Jacksonville, 904-244-9530
AIG VALIC
Shawn Bennett, (352) 514-1001
Russell Renner, CFP, (352) 278-4250
2114 N.W. 40th Terrace, St. B1, Gainesville, FL 32605
Aetna/ING
John E. McAvoy, The Gabor Agency
3520 N.W. 43rd St, Gainesville, FL 32606, 352-372-1802, cell 352-215-1676
Merrill Lynch
Kirk Ruth, CFM
104 N. Main, 5th Floor, Gainesville, FL 32601
(352)374-1024, (888)595-7458
Curtis Henson
50 North Laura Street, Suite #3700, Jacksonville, FL 32202
(904) 634-6110 or (800) 937-0268
Fidelity Investments
Sam Holloway, Jon Visscher
500 N.W. 43rd St., St 3, Gainesville, FL 32607, (352) 377-2078
Jefferson National
John E. McAvoy, The Gabor Agency
3520 N.W. 43rd St, Gainesville, FL 32606, 352-372-1802, cell 352-215-1676
Nationwide
Reeves Byrd, Financial Network Investment Corp.
6110 N.W. First Place, St. D, Gainesville, FL 32607, (352) 333-8334
Prudential
Michael Gracy
P.O. Box 14404, Gainesville, FL 32604, (352) 376-3941
MetLife Resources
Thomas Frank, CLU, LUTCF
tfrank1@metlife.com
1103 SW 2nd Ave, Gainesville, FL 32601, (352-219-0835)
Smith Barney
Larry Christian
2610 NW 43rd Street, Gainesville, FL 32606, (352) 336-1148
Mary I. LaPlante
3304 SW 34th Circle, Ste 103, Ocala, FL 34474-3314, (352) 237-4422
TIAA CREF
Howard Reiff
14055 Riveredge Drive, Ste 320, Tampa, FL 33637-2090, 877-267-4510
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