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Tax Deferred Annuities
Tax-deferred annuities, tax-deferred custodial accounts, and Section
457(b) Deferred Compensation Plans enable you to save for retirement
without paying current federal and Ohio income taxes on the amount
saved. Faculty and Staff may contribute on a voluntary basis to
one or more tax-deferred annuity carriers, mutual fund groups, and
deferred compensation plans carriers. Contributions are by payroll
deduction on a pre-tax basis.
All of this listed group, except the Ohio Public Employee Deferred
Compensation Program, offer Section 403(b) tax deferred annuities
and custodial accounts. AIG VALIC, ING Financial Advisers, LLC, and the Ohio
Public Employees Deferred Compensation Program offer Section 457(b)
deferred compensation plans.
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AIG VALIC |
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| 8425 Pulsar Place, Suite 360 |
Representatives: |
Edward Buffington (Ext.
89631) |
| Columbus, OH 43240 |
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Douglas Durko (Ext. 89635) |
| (800) 892-5558 |
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Jim Roberts (Ext. 89664) |
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Edward Wood (Ext. 87995) |
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AMERICAN EXPRESS FINANCIAL
ADVISORS, INC. |
| 4027 Colonel Glenn
Hwy., Suite 120 |
Representative: |
Jeff Bline |
| Beavercreek, OH 45431 |
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| (937) 431-9224, ext.
2236 |
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BRECEK and YOUNG ADVISORS,
INC. |
| 2377 Hickory Bark
Drive |
Representative: |
Tom Novak |
| Centerville, OH 45458 |
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| (937) 885-2554
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CENTURY SECURITIES
ASSOCIATES |
| 1250 W. Dorothy Lane
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Manager: |
Robert Harris |
| Dayton, OH 45409 |
Representative: |
David Harris |
| (937) 293-1220 |
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EQUITABLE LIFE ASSURANCE
SOCIETY |
| MainStreet Financial
Services |
Representatives: |
Glen Turpening |
| 13
East Main Street |
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Chad Nyitray |
| Milan, MI 48160 |
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(800) 551-2423 |
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EQUITY ANALYSTS, INC. |
| 7750
Montgomery Road |
Representative: |
Kevin Messer |
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Cincinnati, OH 45236 |
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(513) 792-5404 |
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FIDELITY INVESTMENTS |
| 82 Devonshire Street
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*No local
Representative |
| Boston, MA 02109 |
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| (800) 544-6666 |
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*Questions
can be directed to the listed number. Salary reduction agreements
and application forms are completed in the Employee Benefits
section of the Department of Human Resources. |
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ING FINANCIAL ADVISERS, LLC. |
| 1700
Lyons Road - Suite D |
Manager: |
Patrick O'Christie |
| Dayton,
OH 45458 |
Representatives: |
Jeff
Rankin |
| (937)
434-1333 or (800) 451-7402 |
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John
Reeber |
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Salli
Wells |
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JACKSON NATIONAL LIFE
INSURANCE COMPANY |
| 3555 Knollwood Drive
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Representative: |
Tim Hamilton |
| Beavercreek, OH 45432
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| (937) 426-8385 or
(800)-283-4769 |
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JOHN HANCOCK FINANCIAL
SERVICES |
| 1129
Miamisburg-Centerville, Suite 101 |
Representative: |
Neil
Stathopoulos |
| Dayton, OH 45449 |
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(937) 859-6799 |
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MERRILL LYNCH
|
| 40
N. Main St, 26th Floor |
Representatives: |
Jack Bayliss |
|
Kettering Tower |
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Shon P. Anderson, CFP |
| Dayton, OH 45423 |
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(937) 225-2600 or (800) 937-0647 |
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METLIFE INVESTORS |
|
4155 Ridgetop Drive |
Representatives: |
Jon Ewing |
|
Bellbrook, OH 45305 |
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(937) 848-8333 |
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METLIFE RESOURCES |
|
8050 Beckett Center Drive, Suite 304 |
Representative: |
Kathi Godber |
|
West Chester, OH 45069 |
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(513) 860-4590 |
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MIDWEST ANNUITY
AND INVESTMENT COMPANY |
|
6939 Sunrise Blvd., Suite 209 |
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Citrus Heights, CA 95610 |
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NATIONAL EDUCATIONAL
SERVICES/GALIC |
| 7277 St. Ives Place,
Suite 100 |
Representative: |
George Lang |
| Westchester, OH
45069 |
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| (800) 804-3924, ext.
2025 |
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NATIONWIDE LIFE
INSURANCE COMPANY |
| Ed Hill Agency |
Representative: |
Ed Hill |
| 4080 Marshall Road |
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| Kettering, OH 45429 |
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| (937) 298-3113 |
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--and-- |
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| RJL Financial Services
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Representative: |
Robert
J. Lohse |
| 4088 Shadowleaf
Drive |
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| Bellbrook, OH 45305 |
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| (937) 848-4796 |
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NORTHERN LIFE INSURANCE
COMPANY |
| 514 Cardinal Circle
E |
Representative: |
Tom Phillips |
| Saint Marys, GA
31558-6195 |
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| (912) 673-6560 or
(800) 426-7050 |
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NORTHWESTERN MUTUAL LIFE |
1498 W. Main St.
Tipp City, OH 45371
(937) 667-6655 |
Representative: |
Bruce J. Batty |
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OHIO PUBLIC EMPLOYEES
DEFERRED COMPENSATION PROGRAM |
| 6085 Emerald Parkway |
Representative: |
Carol Barry |
| Dublin, OH 43016 |
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| (877) 644-6457 |
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THE PIONEER GROUP,
INC |
| Advantage Capital
Corporation |
Representative: |
Ron Zucchelli |
| 1831 Route 286 South
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| Indiana, PA 15701 |
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| (412) 463-1331 |
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PRIMERICA FINANCIAL
SERVICES |
| 1
Prestige Place-Suite 260 |
Representatives: |
Sheila Newlin |
| Dayton, OH 45432 |
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(937) 434-1329 |
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THE PRUDENTIAL
|
| 303 Corporate Center
Drive |
Representative: |
Betty Rooney |
| Vandalia, OH 45377 |
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| (937) 898-2912 or
(888) 778-2888 |
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RESERVE FINANCIAL
AGENCY CORPORATION |
| 20325 Center Ridge
Road |
Representative: |
Jay D. Richter |
| Rocky River, OH
44116 |
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| (513) 779-4003 or
(800) 521-3132 |
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SMITH, GRIESMEYER & MOSES |
|
2149 N. Fairfield Road-Suite B |
Representative: |
Mark Black |
|
Beavercreek, OH 45431 |
|
Farrell Hempy |
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(937) 431-8010 |
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THRIVENT FINANCIAL FOR LUTHERANS |
|
2390 North Tulane Drive |
Representative: |
Robert Emerson |
|
Dayton, OH 45431 |
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(937) 427-0538 |
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TIAA-CREF |
| 485 Metro Place
South, Suite 450 |
*No local
Representative |
| Dublin, OH 43017-53357 |
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| (800) 223-1200 or
(800) 842-2733 |
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| (877) 209-3138 |
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*Questions
can be directed to Advisory Center counselors at these telephone numbers. Salary reduction agreements and application
forms are available in the Employee Benefits section of the
Department of Human Resources. |
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> Retirement Information >
Tax Deferred Annuities
|
