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403b and 457+supplemental retirement account
providers




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
1-800-551-2423
(614) 783-2000
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
Trent Pryor
 
(614) 825-4050
(614) 225-3008

Met Life/Security First Group Geoff Fedurek
(614) 761-9268
Morgan Stanley* Ryan Dunlap (614) 760-1569
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+ Carol Rodgers-Rivir 1-800-892-5558 ext. 87056
(614) 436-4551
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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