SRA Providers

403b and 457+ Supplemental Retirement Account (SRA) Providers

COMPANY CONTACT PHONE
Ameriprise Financial Services Jeffrey Chaddock
Michael P. Smeltzer
 (740) 594-0300
1-800-626-3118
(740) 594-1300
1-866-594-7240
AXA/ Equitable+ Chad Nyitray
W. Phil Ratcliff
Carol Rodgers-Rivir
 1-800-551-2423
(614) 783-2000
(513) 762-7771
Carpenter and Associates* Mike Carpenter (740) 592-2825
Edward Jones* Channing McCallister
Sándor Végh
 (740) 592-4882
(740) 592-7200
ING Financial Services+ Cory Corrigan

Jim Siders
 (740) 597-2859
(740) 357-3321
1-800-862-4287 ext. 4005015
The Legend Group M. Shane Kays
Todd D. Stout
 (740) 707-3905
1-800-417-9099
Lincoln National Life Insurance Keri Carpenter 1-866-823-9405
Merrill Lynch* Rohit Sharma
 (614) 825-4050
Met Life
 Geoff Fedurek (614) 893-6087
Morgan Stanley* Ryan Dunlap (614) 473-2473
Ohio Deferred Compensation++ Jason Brown 1-877-644-6457
Ohio University Credit Union+ Cory Corrigan (740) 597-2859
Southeast Planning Agencies*+ Jim Fuller
Mark Snider
 (740) 594-8385
TIAA-CREF+ Michael Williams 1-877-209-3138  ext. 1016
VALIC+ Gregory Watson
 1-800-892-5558
Wells Fargo Advisors Financial
Network, LLC+  Member SIPC
 James Karageorge (740) 593-3306
1-800-676-7784

 *Providers utilizing 403b ASP administration service for plan offerings.
+403b and 457 plans available
++457 plans only
Benefits Spotlight: June 2013
PMG
Comp2014

Contact Information:

Human Resources | 169 West Union Street  | Athens, Ohio | 740.593.1636

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