Retirement@Work
The Retirement@Work® online retirement plan portal brings all your 403(b), 457(b) and Alternative Retirement Plan (ARP) plan account information together, across all the university’s current retirement plan providers: Corebridge Financial, Equitable, TIAA, and Voya Financial.
With Retirement@Work®, you can manage your retirement savings online—all in one place, whenever you want. It’s easier to:
For the 403(b)/457(b) plans
- Enroll or Change providers
- Change or stop your contribution amount
- Start Roth contributions
- Research the investments in the plans
- View your account balances across all plans and investment providers
- Access investment tools and calculators
Visit the Supplemental Retirement Accounts page to learn more about the 403(B) and 457(b) plans.
For the ARP
- Change Providers
- Research the investments in the plans
- View your account balances across all plans and investment providers
- Access investment tools and calculators
How to access Retirement@Work and Start a Plan or Change Contributions
Log in to Retirement@Work using your OHIO ID and password.
The Quick Start Guide can help you get started or watch this video for a step-by-step guide to using Retirement@Work.
Current 403(b), 457(b), and ARP participants will start at the "Balances" tab where you can view the balances for your current plans. Select the "Contributions" tab to change your 403(b) or 457(b) contributions or to change your retirement plan provider.
First time users should select "Set Up Contributions" to start a plan, enter the amount you would like to contribute to your 403(B) or 457(b) plan and select your preferred retirement plan provider. You will then be directed to your retirement plan providers web site to establish an account and select investment options.
New plan features
New Roth option
- You can choose to make 403(b) and 457(b) contributions with after-tax dollars. These contributions and any earnings will be tax free at withdrawal if certain conditions are met. We encourage you to meet with your retirement plan contact to review Roth options.
- To start or change to Roth contributions, log in to Retirement@Work and navigate to the "Contributions" tab. From there you can start new Roth contributions.
Self-directed automatic increase
- Help build your savings faster. You can choose when you would like to automatically increase your contributions, the rate of the increase (percentage), and when you would like to start and stop the automatic increase.
What's not changing?
You now have access to all your account information in one location. The following won’t change:
- The current contribution amount from your paycheck each pay period
- Your investment choices
- Your beneficiary designation(s)
- The required ARP contribution formulas and schedules
- You can still access your account information directly on your retirement plan provider web site (Equitable, Corebridge, TIAA, Voya.)
- STRS, OPERS, and Ohio Deferred Comp (ODC) participants should continue to contact STRS, OPERS, and ODC directly regarding their retirement plans and options.
| Provider | Contact | Phone |
|---|---|---|
| STRS- State Teachers Retirement System | Customer Service | 1-888-227-7877 |
| OPERS- Ohio Public Employees Retirement System | Customer Service | 1-800-222-7377 |
| Ohio Deferred Compensation | Jason Brown | 740-701-6994 |
If you are a current participant in the ARP, 403(B), or 457(b) plans, you do not have to take any action at this time.
Questions
For questions about Retirement@Work, call 1-844-567-9090, weekdays, 8am to 10pm ET.
For investment advice and education, contact one of the retirement plan providers directly to schedule an appointment with a financial advisor.
| Provider | Contact | Phone | Advice |
|---|---|---|---|
| Corebridge Financial | Andy Velasquez John Dickson | 614-436-4551 740-777-0940 614-381-2632 | Schedule an appointment |
| Equitable | Carol Rodgers-Rivir | 859-630-2226 | Schedule an appointment |
| TIAA | Kristy Breidenbach Connor Louis | 614-659-1031 513-263-2816 | Schedule an appointment |
| VOYA | Jacob Fraylick Danette Carr Romney Garner Jim Siders | 740-597-2859
| Schedule an appointment |
For general plan questions, contact the Benefits Office at benefits@ohio.edu or 740-593-1636.