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.
