Ohio University

Supplemental Retirement Account (SRA) 403b and 457 Providers

Retirement Account Vendor Change Announcement 8/3/2020

Providers Effective November 1, 2020

COMPANY

CONTACT

PHONE
AIG Retirement Services+
formerly VALIC		 Andy Velasquez (614) 436-4551
(740) 777-0940 (mobile)
AXA/ Equitable+ Carol Rodgers-Rivir (513) 762-7771
VOYA Financial Services+ Romney Garner
Jim Siders		 (740) 597-2859
(740) 357-3321
Ohio Deferred Compensation++ Jason Brown (740) 701-6994
TIAA-CREF+ Josh Lawrence (980) 867-6479

+403b and 457 plans available
++457 plans only

Providers Through September 30, 2020

COMPANY

CONTACT

PHONE
AIG Retirement Services+
formerly VALIC		 Andy Velasquez (614) 436-4551
(740) 777-0940 (mobile)

Ameriprise Financial Services

 Jeffrey Chaddock
Sheryl Hill
Kevin Gegorski
Michael P. Smeltzer		 (740) 594-0300
1-800-626-3118
(740) 594-1300
1-866-594-7240
AXA/ Equitable+ Carol Rodgers-Rivir (513) 762-7771
Carpenter and Associates* Mike Carpenter (740) 592-2825
Edward Jones* Channing McCallister
Sándor Végh		 (740) 592-4882
(740) 592-7200
VOYA Financial Services+ Comischell Bradley-Rodriguez
Romney Garner
Jim Siders		 (740) 597-2847
(740) 597-2859
(740) 357-3321
The Legend Group+ M. Shane Kays
Todd D. Stout		 (740) 707-3905
1-800-417-9099
Lincoln National Life Insurance Keri Holton 1-866-823-9405
Merrill Lynch* Rohit Sharma (614) 825-4050
Met Life Geoff Fedurek (614) 893-6087
Ohio Deferred Compensation++ Jason Brown (740) 701-6994
Ohio University Credit Union+ Romney Garner (740) 597-2859
Snider, Fuller and Stroh*+

Dan Stroh
Shane Jarrett
Mark Snider

 (740) 594-8385
 
TIAA-CREF+ Laura Maxwell (513) 263-2825
WealthBridge* Ryan Dunlap
Nicholas Fisher

(614) 591-4540
(614) 964-9600
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