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740.593.1636 · hrweb@ohio.edu
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403b and 457+supplemental retirement account
providers

AIG/VALIC+Carol Rodgers-Rivir1-800-892-5558 ext. 87056
(614) 436-4551

Ameriprise Financial Services Jeffrey Chaddock

Michael P. Smeltzer
 
(740) 594-0300
1-800-626-3118
(740) 594-1300  1-866-594-7240
Carpenter and Associates*Mike Carpenter(740) 592-2825
Edward Jones*Channing McCallister
Patrick Pepper
(740) 592-4882
(740) 592-7200
AXA/ Equitable+

Chad Nyitray
W. Phil Ratcliff

1-800-551-2423
(614) 783-2000

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 InsuranceKeri Carpenter
 
1-866-823-9405
Merrill Lynch*Rohit Sharma
 
(614) 825-4050
Met Life/Security First GroupGeoff Fedurek
(614) 761-9268
Morgan Stanley*Ryan Dunlap(614) 760-1569
Ohio Deferred Compensation++Jason Brown1-877-644-6457
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
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

Ohio University Human Resources
169 West Union Street
Human Resources and Training Center
Athens, OH 45701
Phone: (740) 593-1636 | Fax: (740) 593-0386
 
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