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+ | Chad Nyitray Carol Rodgers-Rivir |
1-800-551-2423 (513) 762-7771 |
| VOYA Financial Services+ | Comischell Bradley-Rodriguez Romney Garner Jim Siders |
(740) 597-2847 (740) 597-2859 (740) 357-3321 |
| Ohio Deferred Compensation++ | Jason Brown | (740) 701-6994 |
| TIAA-CREF+ | Laura Maxwell | (513) 263-2825 |
+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+ | Chad Nyitray Carol Rodgers-Rivir |
1-800-551-2423 (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+ | Comischell Bradley-Rodriguez Romney Garner |
(740) 597-2847 (740) 597-2859 |
| Snider, Fuller and Stroh*+ |
Dan Stroh |
(740) 594-8385 |
| TIAA-CREF+ | Laura Maxwell | (513) 263-2825 |
| WealthBridge* | Ryan Dunlap Nicholas Fisher |
(614) 591-4540 |
| Wells Fargo Advisors Financial Network, LLC+Member SIPC |
James Karageorge |
(740) 593-3306 |
*Providers utilizing 403b ASP administration service for plan offerings.
+403b and 457 plans available
++457 plans only