ACADEMIC ENRICHMENT FUND
403b Retirement Annuity Program

ELIGIBILITY and ENROLLMENT

Full time, part time or visiting faculty members ranked Lecturer and above,
with salary from the Academic Enrichment Fund
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.

AEF Annuity Agreement

For further information, please contact your annuity representative or your Fringe Benefit Office
Gainesville, 352-273-5077
Jacksonville, 904-244-9530

Fidelity Investments
Michael Erbaio, Retirement Counselor
800-841-3363 ext 73381, mobile:239-560-0701
michael.erbaio@fmr.com

ING Financial Advisors
Craig Morrison, Investment Adviser, craig.morrison@ingfp.com, (352) 317-8992
5200 N.W. 43rd St, Suite 102, PMB 321, Gainesville, FL 32606

Jefferson National
John E. McAvoy, The Gabor Agency
3520 N.W. 43rd St, Gainesville, FL 32606, 352-372-1802, cell 352-215-1676

MetLife Resources
Josh Fischer, CLTC, Investment Adviser, jjfischer@metlife.com, 352-371-7638, (Fax) 352-371-2868
1405 NW 13th Street, Suite D, Gainesville, FL 32601

Thomas Frank, CLU, LUTCF, tfrank1@metlife.com, 352-219-0835

TIAA CREF
Howard Reiff, 877-267-4510
14055 Riveredge Drive, Ste 320, Tampa, FL 33637-2090

VALIC
Shawn Bennett, (352) 514-1001
Russell Renner, CFP, (352) 278-4250
2114 N.W. 40th Terrace, St. B1, Gainesville, FL 32605


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Last updated 11/01/2011