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 can be designated through the employee’s SC Deferred Compensation profile. Contributions to 403(b) plans can be designated by contacting the Office of Human Resources (OHR) at 864-656-2000 or online at Ask-HR.

401(k) and 457(b) Plans

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

Brent W. Railey | Retirement Plan Advisor
200 Arbor Lake Drive, Suite 115 | Columbia, SC 29223
Cell: 864-293-0763 | Keytalk: 1-877-457-6263
Email: brent.railey@empower-retirement.com

www.southcarolinadcp.com www.empower-retirement.com

NEW PARTICIPANTS: List the Clemson University Payroll Code of 1124 on the enrollment form

403(b) Plans

AIG

AIG Retirement Services*

Rollie B Roberts

Rollie B Roberts
Rollie.Roberts@valic.com
Financial Planning Advisor
864-275-3048 (cell)

Wes Griffin

Wes Griffin
Wes.Griffin@valic.com
Financial Planning Advisor
864-364-9934 (cell)

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

Online Enrollment
CU Access code: 018600126

*previously known as VALIC

American Funds

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

Ameriprise Financial Advisors

Tom Pollock

105-3 Wall St.
Clemson, SC 29631

Phone: 864-654-0837
Email: thomas.m.pollock@ampf.com

ASPire, Inc

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

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

Fidelity Investments

PO Box 770002
Cincinnati, Ohio 45277-0090

1-800-343-0860

www.fidelity.com/atwork

Plan Number: 58189

Brighthouse

Brighthouse

Bert Campbell

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

Blake Campbell

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

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

www.GeneAdkins.com

T Rowe Price

T Rowe Price

Retirement Operation Group

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

1-800-492-7670

www.troweprice.com

TIAA

TIAA

Tamara Johnson

Tamara Johnson

Phone: 704-988-1456
800-842-2888
Email: tamjohnson@tiaa.org

Online Enrollment Instructions:

  • Log on to: www.tiaa.org

  • Click: Open Account

  • Click: retirement plans

  • Click: Apply Online Now!

CU Access code SC100556