 Sanford Advisory Services is proud to provide administrative and consulting services for the WMU retirement plan to all employees. For over 20 years we have been involved with the WMU retirement plan. In 1987, SDMG Investment Advisory Services was hired by WMU. Since then, the plan has transferred in succession to Sledrunner Advisory Services and now to Sanford Advisory Services. Rest assured that, while there has been a name change, the primary managers of the plan have not changed.
Enrollment Assistance and Consultation
When you are ready to begin contributing to a Voluntary Tax-Deferred Savings Account, contact Sanford Advisory Services at 488-6900. We can provide investment advice if needed and assistance in filling out the necessary forms. This can be done in person or over the phone, whichever is most convenient for you. We are available at any time during the year to discuss your individual situation concerning the investments you have chosen, any problems that arise, or changes that need to be made regarding your salary reduction or investment selection. We act as a liaison between you and all of the investment companies available, TIAA-CREF and Fidelity.
In addition, we offer individual financial consultation to current employees. Whether you are considering retirement, would like third party assistance in evaluating a financial situation, or would like additional help with your investment and insurance needs, we are here to help!
Communication
Our current newsletter is available on our website along with information about how to obtain quarterly investment performance for each investment company.
Salary Reduction Agreements for the following calendar year are sent in the Fall to each employee. You can also download a copy of the Salary Reduction Agreement here. We are available on campus during open-enrollment for individual consultations.
We are available for group meetings, seminars, or direct mailing to your group to promote participation in the Voluntary Tax-Deferred Savings Program.
For more information,
please contact Jane Brady-Ertz, TGPC at 269-488-6900 or Jane.Brady-Ertz@RaymondJames.com.
2010 Enrollment Information
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