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Subject:
From:
Julianne Snider <[log in to unmask]>
Reply To:
Museum discussion list <[log in to unmask]>
Date:
Mon, 26 Nov 2007 10:39:18 -0500
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Peter-

Before coming back to the museum world, I owned a small company in 
Colorado. I felt it was important to offer employees some sort of 
retirement plan so, after doing a lot of research, I set up Simple IRA 
accounts. Many financial companies offer them (UBS, Merrill Lynch, 
etc.). I wound up going through EdwardJones. The Simple IRA we used is 
administered through The Hartford. You might try contacting them 
directly. I have been very pleased with their program.

Julianne

Peter Howey wrote:
> Does your museum offer a simple IRA with corporate contributions to 
> its employees?  If so, I'd like to hear about it; our museum currently 
> does not have any such offerings and I'd like to get as much 
> information about different providers as I can before making a 
> recommendation to my board.  Having taught previously, I've had my 
> retirement portfolio through TIAA-CREF and plan on starting there, but 
> the website offers little help for institutions without a phone 
> consultation.
>  
> Thanks in advance for any information.
>  
> Peter Howey, Director
> Bay County Historical Museum
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-- 
Julianne Snider
Assistant Director
Earth and Mineral Sciences Museum & Art Gallery
The Pennsylvania State University
112 Steidle Bldg.
University Park PA 16802
814-571-6317

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