Welcome SIUC Employees!

Alliance Investment Planning Group is an approved vendor for SIUC's 403(b) TDA Supplemental Retirement Savings Plan

Alliance Investment Planning Group is an SIUC-approved vendor representing one of SIUC’s tax-deferred annuity (TDA), or 403(b), supplemental retirement savings plans.  This type of plan is made available by the University to assist employees who wish to contribute to a retirement savings plan designed to benefit from tax-deferred contributions and growth.  Our 403(b) TDA Plan is a mutual fund based platform offered through Security Financial Resources Inc, a Topeka, KS retirement planning firm.

SIUC employees enrolling in one of the University’s approved 403(b) TDA plans fill out a salary reduction agreement form to have their contributions deducted directly from their paychecks each pay period.  Employees can increase, decrease, or suspend their 403(b) TDA contributions at any time by updating the salary reduction agreement form.  At Alliance Investment Planning Group, we partner with you to help define your financial goals, help you select suitable mutual fund investment options, and guide you through the plan enrollment process.

Overview of Security Financial Resources Inc 403(b) TDA Plan

•   SIUC-approved 403(b) TDA retirement savings plan for eligible SIUC employees

•    2 versions of the plan are available, 1 for all SIUC employees and 1 for NEA/IEA members

•    Both plans offer over 60 mutual funds from ~ 20 leading fund companies

•    Both plans offer 15 target-allocation portfolios designed by Morningstar, allowing participants to select a single diversified, asset allocated portfolio based on their risk (conservative, moderate, aggressive) and age (number of years before retirement)

•    Both offer a more-tailored portfolio management service called “Managed by Morningstar”

•    In 2010, participants under age 50 are allowed to contribute up to $16,500 to a 403(b) TDA plan, and participants age 50+ are allowed to contribute up to $22,000 for CY2009

Advisor 403(b) Plan - available to all eligible SIUC employees

      l Call Alliance Investment Planning Group for details (618) 519-9344

NEA Valuebuilder 403(b) Plan - available to IEA/NEA members

      l  Call Alliance Investment Planning Group for details (618) 519-9344

Alliance Investment Planning Group is the local representative for the Security Financial Resources 403(b) Plan.  If you have questions or would like to speak with someone about establishing a 403(b) retirement savings plan, please contact us by calling (618) 519-9344 or emailing us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .  Thank you for visiting us!

The Alliance Investment Planning Group team

Randall Bastien   Bob Loucks   Brenta Bevis   Jeff Rose Eric Clutts  John Alongi  Scott McClatchey  Brad Wills

Call Today for a Free Consultation at (618) 519 - 9344