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.

To participate in either a 403(b) tax-sheltered annuity plan or a 457(b) deferred compensation plan, you will need to select a vendor from the following respective lists: 

403(b):  One of these approved vendors can be selected for your 403(b) Contributions.

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

Plan ID# 751545

Fidelity Investments

Representative: Don Harvey
(513) 760-8472

100 Magellan Way KW22
Covington, KY 41015

Open a 403(b) Account online at https://nbacctopen.fidelity.com/

Plan ID #00236

TIAA-CREF

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

Representative: Randy Martinez
(614) 659-1025

Representative: Laura Maxwell
Cincinnati, OH
(513) 263-2825
(877) 209-3138 xt 25-2825

Plan ID# 103345

VALIC

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

Representative: Carrie Cummings
(937) 542-2936

Plan ID# WSU403B

Voya Insurance and Annuity Company (formerly ING)

10100 Innovation Drive
Suite 120
Miamisburg, OH 45342
www.voya.com
www.voyaretirementplans.com

Representative: Brian Link, CRPC®
(937) 353-5490
BrianLink@voyafa.com

Representative: Laurel Link
(937) 353-5491
LaurelLink@voyafa.com

Representative: Jeffrey Rankin
(937) 353-5492
JeffreyRankin@voyafa.com

Representative: Donnie Bell
(937) 353-5495 or (800) 451-4702 Ext. 4025495
donnie.bell@voyafa.com

Plan ID# VT2986

 

These are inactive 403(b) vendors who may still be handling prior 403(b) balances.

Ameriprise Financial Services, Inc.

10050 Innovation Drive, Suite 310
Miamisburg, OH 45342-4933
(937) 433-0233 ext. 369
www.ameriprise.com

Representative: Erik W. Dayhoff, CFP®

Plan ID# WSU403B

FTJ Fund Choice

Demma-Novak Wealth Management
70 Birch Alley, Suite 240
Beavercreek, Ohio 45440
Phone: 937-523-0029
e-mail:  mark@demmanovak.com

www.demmanovak.com

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®

Plan ID# WSU403B

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
312 Elm Street, Suite 1485
Cincinnati, OH 45202
Phone:  (513) 362-1421
Fax: (513) 771-7463E
mail: jewing@metlife.com

Oppenheimer Funds

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

Plan ID#: WSU403B

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

Putnam Investments

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

Plan ID#: 31010


 

457(b):  One of these approved vendors can be selected for your 457(b) Contributions.

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, CFP®, CFPS®
(937) 206-2258

VALIC

8050 N. High St.
Columbus, OH 43235
(800) 448-2542
www.valic.com

Representative: Carrie Cummings
(937) 542-2936

Plan ID# WSU457B

Voya Insurance and Annuity Company (formerly ING)

10100 Innovation Drive
Suite 120
Miamisburg, OH 45342
www.voya.com
www.voyaretirementplans.com

Representative: Brian Link, CRPC®
(937) 353-5490
BrianLink@voyafa.com

Representative: Laurel Link
(937) 353-5491
LaurelLink@voyafa.com

Representative: Jeffrey Rankin
(937) 353-5492
JeffreyRankin@voyafa.com

Representative: Donnie Bell
(937) 353-5495 or (800) 451-4702 Ext. 4025495
donnie.bell@voyafa.com

Plan ID# VT2986

*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.