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

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

denis.j.stillman@ampf.com

steven.m.rivard@ampf.com

513-939-2170

513-247-1558www.ameriprise.com

x x AXA Equitable

Chad Nyitray, ChFC, CLU

Glynnis Reinhart

Annette Kitchen

chad@mainstreetfinancialservices.com

glynnis.reinhart@axa-advisors.com

annette.kitchen@axa-advisors.com

800-551-2423 www.mainstreetfinancialservices.com

www.axa-equitable.com

x x Fidelity Investments Mike Fischer mike.fischer@fmr.com 859-240-0939www.netbenefits.com/

universityofcincinnati

x

FTJ Fund Choice

(Queen City Financial

Advisors)

Charles F. Hais Jr. ChCc, CLU chuck.hais@queencityadvisors.com 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

ericshupe@legendequities.com

craigforsberg@legendequities.com

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

charlotte@dougherty-associates.com

DRJohn@dougherty-associates.com

john@dougherty-associates.com

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

x xNationwide Life Insurance

(HORAN Wealth)Timothy Powell, CFP, AIF timp@horanwealth.com 513-745-0707 www.horanassoc.com

xOhio Public Employees

Deferred Compensation Tom Bugher, CRC bughert@nationwide.com 877-644-6457 www.Ohio457.org

x x TIAA Laura Maxwell

Todd Gottdiner

lmaxwell@tiaa.org

tgottdiner@tiaa-cref.org513-263-2800 www.tiaa-cref.org/uc

x x VALIC Ken Johantges, RICP kenneth.johantges@valic.com 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

matthew.carter@voyafa.com

kevin.evans@voyafa.com

brianlink@voyafa.com

tina.hohl@voyafa.com

brandon.salyers@voyafa.com

800-451-4702

ext. 4025462ohioarp.beready2retire.com

Rev. Oct 2017