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Office of Human Resources

Supplemental Retirement Plan Service Providers

Employees who have elected to participate in a 401(k), 457(b) and/or 403(b) plan are asked to select a service provider from the list below. This list includes approved service providers which Clemson contracts. In addition to holding and investing your retirement plan contributions, your service provider provides you education and counseling with regards to your financial future.

Use the information below to begin the account setup process and to request support from your selected service provider. Once an account is created, you can elect to designate contributions from your paycheck. Contributions to 401(k) and 457(b) plans should be designated through the employee’s SC Deferred Compensation profile. Contributions to 403(b) plans can be designated by completing the appropriate request form (PDF) and submitting it to the Office of Human Resources at empins@clemson.edu.

401(k) and 457(b) Plans

South Carolina Deferred Compensation Program (DCP)/Empower Retirement Services

Asahia Smith | Retirement Plan Advisor
200 Arbor Lake Drive, Suite 201 | Columbia, SC 29223
Phone: 864-760-5940
Email: Asahia.smith@empower.com
Individual meeting link

SC Deferred Comp Program | Empower Retirement Services

NEW PARTICIPANTS: List the Clemson University Payroll Code of 1124 on the SCDC enrollment form. Additional information regarding how to enroll can be found by visiting the PEBA website.

403(b) Plans

Corebridge Financial Logo

Corebridge Financial*

Rollie B Roberts
Rollie.Roberts@corebridgefinancial.com
Financial Planning Advisor
864-516-6655 (cell)

McKenlee D. Randolph
mckenlee.randolph@corebridgefinancial.com
Financial Advisor
803-440-2857 (cell)
803-233-1544 (fax)

3710 Landmark Dr., Suite 104
Columbia, SC 29204
803-743-2020

Online Enrollment
CU Access code: 018600126

*Formerly known as AIG Retirement Services

American Funds Logo

American Funds

The Baker Financial Group, LLC.

Charles Baker and Brian Baker

PO Box 1974
208 Frontage Road-Ste 2
Clemson, SC 29633

Phone: 864-722-9202
Cell: 864-723-3767
Email: Charles@thebakerfg.com

The Investment Center
James L. Charbonneau
PO Box 397
Seneca, SC 29679

Phone: 864-888-8700
Fax: 864-888-0826
Email: jcharbonneau@investmentcenters.com

Deborah Talley, Greenville

Tracy Klukkert, Seneca

Ameriprise Logo

Ameriprise

Ameriprise Financial Advisors

T. Mitchell Pollock CRPC®
Thomas.X.Pollock@ampf.com
864.654.0837
100 Shorecrest Drive
Clemson, SC 29633-0469

Stephen McIntee CFP®, ChFC®
Stephen.McIntee@ampf.com
864.654.0837
100 Shorecrest Drive
Clemson, SC 29633-0469

Aspire Logo

ASPire, Inc

Edward Jones

Jim Hill
501 Forest Ln, Suite C
Clemson, SC 29631
Phone: 864-654-5556
1-800-755-7649
Fax: 1-866-550-8699

Lance Vischer
101 Canoy Lane, Suite 113
Clemson, SC 29631
Phone: 864-654-7043
Fax: 1-877-252-3526
lance.vischer@edwardjones.com

Lee Woods
402 College Ave, Suite 2
Clemson, SC 29631
Phone: 864-654-6831
1-866-654-6831
Fax: 1-866-584-9244

www.edwardjones.com

Equitable Logo

Equitable

AXA Advisors

Chris Miller

1200 Woodruff Road Suite A-3
Greenville, SC 29607

Phone: 864-250-9033
Fax: 866-269-6341
Email: christopher.miller@axa-advisors.com

Fidelity Logo

Fidelity Investments

PO Box 770002
Cincinnati, Ohio 45277-0090

1-800-343-0860

www.Netbenefits.com/ready2enroll

Plan Number: 58189

Brighthouse Logo

Brighthouse

Bert Campbell, CLU ChFC® CFP®
bert@acifinancial.net

Blake Campbell
blake@acifinancial.net

864-654-3121 or
1-800-811-8012

P.O. Box 658
Pendleton, SC 29670

www.acifinancial.net

New York Life Logo

New York Life

Gene Adkins

717-B W. North 1st St
Seneca, SC 29678

Phone: 864-885-1492
Fax: 864-888-8789
Cell: 864-444-0756
Email: readkins@ft.newyorklife.com

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T. Rowe Price

Retirement Operation Group

P.O. Box 8900
Baltimore, MD 21289-0300

1-800-492-7670

www.troweprice.com

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TIAA

Terry M Pait
tpait@tiaa.org
Office: (704) 988-4882
(877) 535-9910 Ext. 22-4882

Online Enrollment Instructions:

Log on to: www.tiaa.org
Click: Open Account
Click: retirement plans
Click: Apply Online Now!

CU Access code SC100556

To schedule an appointment: Visit www.tiaa.org/schedulenow, call 800-732-8353, or contact the Retirement Advisors.

Office of Human Resources
Office of Human Resources | 108 Perimeter Rd, Clemson, SC 29634