403(b) and 457(b) Vendor Contacts

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:

Ameriprise Financial Services, Inc.

67 Marydale Drive Suite A
Beavercreek, OH 45440(937) 431-9224 Ext. 2236
www.ameriprise.com

Representative: Jeff Bline, CFP®

AXA

4000 Smith Rd., Suite 300
Cincinnati, OH 45206
(513) 762-7734 or (800) 551-2423
https://us.axa.com/home.html

Representative: Glynnis Reinhart
(513) 382-5865

Representative: Ed Buffington
(937) 367-6600

Fidelity Investments

P.O. Box 770002
Cincinnati, OH 45277
(800) 343-0860
www.fidelity.com

FTJ Fund Choice

Demma-Novak Wealth Management
2377 Hickory Bark Dr.
Centerville, OH 45458
(937) 885-1130

Representative: Tom Novak
(937) 885-1130

Representative: Mark Demma
(513) 624-0075

General Pension Planning Corporation

Morgan Stanley Smith Barney
110 N. Main Street, Suite 1100
Dayton, OH 45402
(937) 431-7871
  http://www.morganstanleyfa.com/sb

 Representative: Randy Bolin, CRPS®

Great American Life Insurance Company

2631 Erie Avenue, Suite 1
Cincinnati, OH 45208
(800) 487-0394
www.nesgroup.us

Representative: Paul Bain
(513) 871-2050
paul.bain@nesgroup.us or
info@nesgroup.us

Metlife Resources, Inc.

3560 West Market Street, Suite 310
Akron, OH 44333
(888) 732-0414

Representative: Jon Ewing, LUTCF, CLTC
9797 Springboro Pike, Suite 202
Miamisburg, OH 45342
Phone: (937) 353-2586
Voicemail: (800) 492-3553 x28593
Fax: (937) 859-4780

Oppenheimer Funds

Vantage Point Financial Services, LLC.
329 Regency Ridge Drive
Centerville, OH 45459
(937) 432-1111
www.vantagepointadvisor.com

Representative: Mark Black, CFP®
(937) 272-4899

Putnam Investments

P.O. Box 8383
Boston, MA 02266
(800) 662-0019
www.putnam.com

TIAA-CREF

485 Metro Place South, Suite 450
Dublin, OH 43017
(877) 277-6446
www.tiaa-cref.org/wright

Representative: Mike Williams
(877) 209-3138, x251016

VALIC

8050 N. High St.
Columbus, OH 43235
(800) 892-5558 ext.89020
www.valic.com/ohiohighered

Representative: Carrie Cummings
(937) 542-2936

Voya Insurance and Annuity Company (formerly ING)

1700 Lyons Road, Suite D
Dayton, OH 45458
(877) 236-4277
www.voya.com
www.voyaretirementplans.com

Representative: Brian Link, CRCP
brianlink@voyafa.com
(937) 436-7485

Representative: Laurel Link
laurellink@voyafa.com
(937) 436-7491

Representative: Jeffrey Rankin
jeffreyrankin@voyafa.com
(937) 428-0381 or (937) 901-8558

 

The Ohio Public Employees Deferred Compensation Program, VALIC and Voya Insurance and Annuity Company (formerly ING),  offer Section 457(b) deferred compensation plans.

Ohio Public Employees Deferred Compensation Program

257 East E Town Street, Suite 457
Columbus, OH 43215-4626
(877) 644-6457
Fax: (614) 222-9457
www.ohio457.org

Representative: Shana Sellers, CRP®, CRPS®

VALIC

8050 N. High St.
Columbus, OH 43235
(800) 892-5558 ext.89020
www.valic.com

Representative: Carrie Cummings
(937) 542-2936

Voya Insurance and Annuity Company (formerly ING)

1700 Lyons Road, Suite D
Dayton, OH 45458
(877) 236-4277
www.voya.com
www.voyaretirementplans.com

Representative: Brian Link, CRCP
brianlink@voyafa.com
(937) 436-7485

Representative: Laurel Link
laurellink@voyafa.com
(937) 436-7491

Representative: Jeffrey Rankin
jeffreyrankin@voyafa.com
(937) 428-0381 or (937) 901-8558

*Questions can be directed to Advisory Center counselors at these telephone numbers. 403(b) and 457(b) accounts must be created prior to establishing contributions in Retirement Manager.  Please visit the Retirement Manager page for information on establishing a payroll contribution.