Human Resources

Retirement

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Retirement Plans

Employees of Wright State University are required to participate in a university-provided retirement plan.

Alternative Retirement Plan (ARP)

Full-time (75-100% FTE) employees are eligible to elect, within the first 120 days of employment, participation in the state system or in an Alternative Retirement Plan (ARP). Part-time employees (less than 75% FTE, support staff, and adjuncts) contribute to the applicable state retirement system.

Ohio Public Employees Retirement System (OPERS)

New full-time classified and unclassified staff members are eligible to participate in one of the plans provided by the Ohio Public Employees Retirement System (OPERS) or participate with an approved Alternative Retirement Plan vendor. New part-time unclassified and classified staff members (who have not previously made a retirement plan election) are given a choice of participation in one of the plans provided by OPERS.

State Teachers Retirement System of Ohio (STRS)

New full-time faculty members are eligible to participate in one of the plans provided by the State Teachers Retirement System of Ohio (STRS) or participate with an approved Alternative Retirement Plan vendor. New part-time faculty members (who have not previously made a retirement plan election) are given a choice of participation in one of the plans provided by STRS.
 

Forms

120/180 Day Retirement Calculator

To calculate your 120-day deadline to choose between OPERS/STRS and ARP (Alternative Retirement Plan) and/or your 180-day deadline to select one of OPERS/STRS plans, use the 120/180 Day Retirement Calculator (XLSX).
 

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: 

Approved 403(b) Vendors

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

AIG Retirement Services

(formerly VALIC)

8050 N. High St.
Columbus, OH 43235
800-892-5558 ext.89020

Representative: Carrie Cummings
937-542-2936

Plan ID# WSU403B

Equitable Advisors

4000 Smith Rd., Suite 300
Cincinnati, OH 45206
800-551-2423

Representative: Ed Buffington
937-367-6600

Plan ID# 751545

Fidelity Investments

100 Magellan Way KW22
Covington, KY 41015

Representative: Don Harvey
513-760-8472

Plan ID #00236

TIAA

485 Metro Place South, Suite 450
Dublin, OH 43017
877-277-6446

Representative: Randy Martinez
614-659-1025

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

Plan ID# 103345

Voya Insurance and Annuity Company

(formerly ING)

10100 Innovation Drive
Suite 120
Miamisburg, OH 45342

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: Tina Hohl
937-353-5494
tina.hohl@voyafa.com

Plan ID# VT2986

Inactive 403(b) Vendors

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

Representative: Erik W. Dayhoff, CFP®

Plan ID# WSU403B

FTJ Fund Choice

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

General Pension Planning Corporation

Morgan Stanley Smith Barney
110 N. Main Street, Suite 1100
Dayton, OH 45402
937-431-7871

Representative: Randy Bolin, CRPS®

Plan ID# WSU403B

Great American Life Insurance Company

2631 Erie Avenue, Suite 1
Cincinnati, OH 45208
800-487-0394

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
513-362-1421
Fax: 513-771-7463E
jewing@metlife.com

Oppenheimer Funds

Vantage Point Financial Services, LLC.
329 Regency Ridge Drive
Centerville, OH 45459
937-432-1111

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

Plan ID#: WSU403B

Putnam Investments

P.O. Box 8383
Boston, MA 02266
800-662-0019

Plan ID#: 31010

Approved 457(b) Vendors

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

AIG Retirement Services

(formerly VALIC)

8050 N. High St.
Columbus, OH 43235
800-448-2542

Representative: Carrie Cummings
937=542-2936

Plan ID# WSU457B

Ohio Public Employees Deferred Compensation Program

257 East E Town Street, Suite 457
Columbus, OH 43215-4626
877-644-6457
Fax: 614-222-9457

Representative: Bonnita Rodenstine
614-361-9819

Voya Insurance and Annuity Company

(formerly ING)

10100 Innovation Drive
Suite 120
Miamisburg, OH 45342

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: Tina Hohl
937-353-5494
tina.hohl@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 section for information on establishing a payroll contribution.