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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*
Rollie B Roberts
Rollie.Roberts@corebridgefinancial.com
Financial Planning Advisor
864-516-6655 (cell)
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
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
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, 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
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 Investments
PO Box 770002
Cincinnati, Ohio 45277-0090
Plan Number: 58189
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
T. Rowe Price
Retirement Operation Group
P.O. Box 8900
Baltimore, MD 21289-0300
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.
