alternative retirement plan, 403(b) and 457 · pdf filealternative retirement plan, 403(b) and...

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Alternative Retirement Plan, 403(b) and 457 Providers ARP 403(b) 457 Vendor Agent Name Email Address Phone Website x Ameriprise Denis Stillman Steven M. Rivard CFP, MBA, CRPC [email protected] [email protected] 513-939-2170 513-247-1558 www.ameriprise.com x x AXA Equitable Chad Nyitray, ChFC, CLU Glynnis Reinhart Annette Kitchen [email protected] [email protected] [email protected] 800-551-2423 www.mainstreetfinancialservices.com www.axa-equitable.com x x Fidelity Investments Mike Fischer [email protected] 859-240-0939 www.netbenefits.com/ universityofcincinnati x FTJ Fund Choice (Queen City Financial Advisors) Charles F. Hais Jr. ChCc, CLU [email protected] 513-721-2513 www.queencityadvisors.com x Haire Bohmer Wealth Management Michael Bohmer David Haire John Kilcoyne 513-942-9700 www.hairebohmer.com x Legend Group Eric Shupe, CRC Craig Forsberg [email protected] [email protected] 513-544-4032 513-484-5243 www.legendgroup.com x x Lincoln Financial Advisors (Dougherty & Associates) Charlotte Dougherty, CFP John E. Dougherty, Jr., PhD, MBA, CRPC John E. Dougherty III, MBA, CFP, CRPC [email protected] [email protected] [email protected] 800-225-6647 www.dougherty-associates.com x x Nationwide Life Insurance (HORAN Wealth) Timothy Powell, CFP, AIF [email protected] 513-745-0707 www.horanassoc.com x Ohio Public Employees Deferred Compensation Tom Bugher, CRC [email protected] 877-644-6457 www.Ohio457.org x x TIAA Laura Maxwell Todd Gottdiner [email protected] [email protected] 513-263-2800 www.tiaa-cref.org/uc x x VALIC Ken Johantges, RICP [email protected] 859-620-5535 www.valic.com/ohiohighered x Vanguard 800-662-2003 x x VOYA Financial Matthew M. Carter, CFP Kevin Evans, CRPC Brian Link, CRPC Tina M. Hohl Brandon Salyers [email protected] [email protected] [email protected] [email protected] [email protected] 800-451-4702 ext. 4025462 ohioarp.beready2retire.com Rev. Oct 2017

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Page 1: Alternative Retirement Plan, 403(b) and 457 · PDF fileAlternative Retirement Plan, 403(b) and 457 Providers ARP 403(b) ... x x Fidelity Investments Mike Fischer mike.fischer@fmr.com

Alternative Retirement Plan, 403(b) and 457 Providers

ARP 403(b) 457 Vendor Agent Name Email Address Phone Website

x AmeripriseDenis Stillman

Steven M. Rivard CFP, MBA, CRPC

[email protected]

[email protected]

513-939-2170

513-247-1558www.ameriprise.com

x x AXA Equitable

Chad Nyitray, ChFC, CLU

Glynnis Reinhart

Annette Kitchen

[email protected]

[email protected]

[email protected]

800-551-2423 www.mainstreetfinancialservices.com

www.axa-equitable.com

x x Fidelity Investments Mike Fischer [email protected] 859-240-0939www.netbenefits.com/

universityofcincinnati

x

FTJ Fund Choice

(Queen City Financial

Advisors)

Charles F. Hais Jr. ChCc, CLU [email protected] 513-721-2513 www.queencityadvisors.com

xHaire Bohmer

Wealth Management

Michael Bohmer

David Haire

John Kilcoyne

513-942-9700 www.hairebohmer.com

x Legend GroupEric Shupe, CRC

Craig Forsberg

[email protected]

[email protected]

513-544-4032

513-484-5243www.legendgroup.com

x xLincoln Financial Advisors

(Dougherty & Associates)

Charlotte Dougherty, CFP

John E. Dougherty, Jr., PhD, MBA,

CRPC

John E. Dougherty III, MBA, CFP, CRPC

[email protected]

[email protected]

[email protected]

800-225-6647 www.dougherty-associates.com

x xNationwide Life Insurance

(HORAN Wealth)Timothy Powell, CFP, AIF [email protected] 513-745-0707 www.horanassoc.com

xOhio Public Employees

Deferred Compensation Tom Bugher, CRC [email protected] 877-644-6457 www.Ohio457.org

x x TIAA Laura Maxwell

Todd Gottdiner

[email protected]

[email protected] www.tiaa-cref.org/uc

x x VALIC Ken Johantges, RICP [email protected] 859-620-5535 www.valic.com/ohiohighered

x Vanguard 800-662-2003

x x VOYA Financial

Matthew M. Carter, CFP

Kevin Evans, CRPC

Brian Link, CRPC

Tina M. Hohl

Brandon Salyers

[email protected]

[email protected]

[email protected]

[email protected]

[email protected]

800-451-4702

ext. 4025462ohioarp.beready2retire.com

Rev. Oct 2017

mailto:[email protected]

mailto:[email protected]

http://www.mainstreetfinancialservices.com/

http://www.mainstreetfinancialservices.com/

mailto:[email protected]

http://www.hairebohmer.com/

http://www.legendgroup.com/

http://www.dougherty-associates.com/

http://www.ohio457.org/

http://www.tiaa-cref.org/uc

http://www.valic.com/ohiohighered

https://ohioarp.beready2retire.com/

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