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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 the following offer Section 403(b)
tax deferred annuities and custodial accounts:
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AMERIPRISE FINANCIAL
SERVICES, INC. |
| 67
Marydale Drive |
Representative: |
Jeff Bline, CFP® |
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Suite A |
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jeffrey.e.bline@ampf.com |
| Beavercreek, OH 45440 |
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| (937) 431-9224, ext.
2236 |
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www.ameriprise.com |
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AXA Advisors, LLC |
| 4000
Smith Road, Suite 300 |
Representative: |
Glynnis Reinhart |
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Cincinnati, OH 45209 |
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(513) 382-5865 |
| (513)
762-7734 or (800) 551-2423
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glynnis.reinhart@axa-advisors.com |
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www.axaonline.com |
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Representative: |
Ed Buffington |
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(937) 367-6600 |
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ed.buffington@axa-advisors.com |
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FIDELITY INVESTMENTS |
| P.O. Box 770002 |
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| Cincinnati, OH 45277 |
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(800) 343-0860 |
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www.fidelity.com/atwork |
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FTJ FUND CHOICE |
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Demma-Novak Wealth Management |
Representatives: |
Tom
Novak |
| 2377
Hickory Bark Drive |
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(937) 885-1130 |
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Centerville, OH 45458 |
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tom@demmanovak.com |
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(937) 885-1130 |
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Mark Demma |
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(513) 6624-0075 |
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mark@demmanovak.com |
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GREAT AMERICAN LIFE INSURANCE COMPANY |
| 2631
Erie Ave., Suite 1 |
Representative: |
Paul
Bain |
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Cincinnati, OH 45208 |
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(513) 871-2050 |
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(800) 487-0394 |
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paul.bain@nesgroup.us or info@nesgroup.us |
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www.nesgroup.us |
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GENERAL PENSION PLANNING CORPORATION |
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Morgan Stanley Smith Barney |
Representative: |
Randy Bollin, CRPS® |
| 110 N. Main St., Suite 1100 |
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randy.bolin@mssb.com |
| Dayton, OH 45402 |
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| (937) 223-4093 |
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| www.fa.smithbarney.com/sb |
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ING FINANCIAL PARTNERS, INC. |
| 1700
Lyons Road, Suite D |
Representatives: |
Brian Link, CRCP |
| Dayton,
OH 45458 |
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(937) 436-7485 |
| (800) 451-4702 x4017462 |
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BrianLink@ingfp.com |
|
www.ing.com |
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Laurel Link |
| www.ingretirementplans.com
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(937) 436-7491 |
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LaurelLink@ingfp.com |
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Jeff
Rankin |
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(937) 428-0381 or (937) 901-8558 |
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JeffreyRankin@ingfp.com |
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METLIFE RESOURCES, INC. |
| 3560
West Market St. |
Representative: |
Jon Ewing, LUTCF, CLTC |
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Suite #310 |
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(330) 666-7029 |
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Akron, OH 44333 |
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jewing@metlife.com |
| (888)
732-0414 |
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OPPENHEIMER FUNDS |
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Vantage Point Financial Services, LLC. |
Representatives: |
Mark
Black, CFP® |
| 329
Regency Ridge Drive |
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(937) 272-4899 |
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Centerville, OH 45459 |
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markblack@vantagepointadvisor.com |
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(937) 432-1111 |
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Farrell Hempy |
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www.vantagepointadvisor.com |
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(937) 602-0657 |
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farrellhempy@vantagepointadvisor.com |
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PUTNAM INVESTMENTS |
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PO Box 8383 |
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Boston, MA 02266 |
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(800) 662-0019 |
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www.putnam.com |
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TIAA-CREF
|
| 485 Metro Place South |
Representative: |
Randy Martinez
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Suite 450 |
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ramartinez@tiaa-cref.org |
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Dublin, OH 43017 |
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(877) 209-3138, x251025 |
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(866) 842-2348 |
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www.tiaa-cref.org/wright
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VALIC
|
| 8050 North High St. |
Representative: |
Ed Rowekamp |
| Columbus,
OH 43235 |
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(614) 436-4551 or (513) 310-5769 |
| www.valic.com |
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ed.rowekamp@valic.com |
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Carrie Cummings |
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(937) 542-2936 |
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carrie.cummings@valic.com |
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ING Financial Partners, INC, VALIC and the Ohio
Public Employees Deferred Compensation Program offer Section 457(b)
deferred compensation plans. |
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ING FINANCIAL PARTNERS, INC. |
| 1700
Lyons Road, Suite D |
Representatives: |
Brian Link, CRCP |
| Dayton,
OH 45458 |
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(937) 436-7485 |
| (800) 451-7402 |
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BrianLink@ingfp.com |
|
www.ing.com |
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Laurel Link |
| www.ingretirementplans.com |
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(937) 436-7491 |
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LaurelLink@ingfp.com |
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Jeff
Rankin |
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(937) 428-0381 or (937) 901-8558 |
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JeffreyRankin@ingfp.com |
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VALIC
|
| 8050 North High St. |
Representative: |
Ed Rowekamp |
| Columbus,
OH 43235 |
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(614) 436-4551 or (513) 310-5769 |
| www.valic.com |
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ed.rowekamp@valic.com |
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Carrie Cummings |
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(937) 542-2936 |
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carrie.cummings@valic.com |
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OHIO PUBLIC EMPLOYEES
DEFERRED COMPENSATION PROGRAM |
|
257 East E Town St. |
Representative: |
Shana Sellers, CFP®, CRPS® |
|
Suite 457 |
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(937) 206-2258 |
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Columbus, OH 43215-4626 |
|
sellers2@nationwide.com |
| (877) 644-6457 |
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| Fax (614) 222-9457 |
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www.ohio457.org |
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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
|
