Resources - OSU Retirement Planning

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2021 Retirement Updates

[headline style="1" font_size="65" font_color="%23ffffff" font_shadow="dark" align="center" headline_tag="h2"]<strong>2021 Retirement Updates</strong>[/headline]

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Providers

[headline style="1" align="center" headline_tag="h2"]Providers[/headline]

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[text_block style=”style_1.png” align=”left”]The goal of a provider is to provide day-to-day administrative functions of your plan. Functions include providing education, keeping track of investments and your account, communicating with you, providing education, and answering questions. Retirement plans will be administered through continuing providers. Any other providers will become a legacy provider.

Legacy Provider: Legacy providers can continue to work with existing accounts, however no contributions in the future can be administered to an account with a legacy provider after December 21, 2020.

Ongoing Provider: Providers that are chosen to provide administrative services to participants. Beginning on January 4, 2021, these providers will offer the plans’ new tiered investment lineup.

New accounts with be opened using ongoing providers for each current retirement plan you are making payroll contributions to. January 4, 2021, all new contributions will be administered to the new account(s).

A new account will be opened with Fidelity if you do not select a new provider and you currently have a legacy provider.[/text_block]

[text_block style="style_1.png" align="left"]The goal of a provider is to provide day-to-day administrative functions of your plan. Functions include providing education, keeping track of investments and your account, communicating with you, providing education, and answering questions. Retirement plans will be administered through continuing providers. Any other providers will become a legacy provider.</p>
<p><strong>Legacy Provider: </strong>Legacy providers can continue to work with existing accounts, however no contributions in the future can be administered to an account with a legacy provider after December 21, 2020.</p>
<p><strong>Ongoing Provider: </strong>Providers that are chosen to provide administrative services to participants. Beginning on January 4, 2021, these providers will offer the plans' new tiered investment lineup.</p>
<p>New accounts with be opened using ongoing providers for each current retirement plan you are making payroll contributions to. January 4, 2021, all new contributions will be administered to the new account(s).</p>
<p>A new account will be opened with Fidelity if you do not select a new provider and you currently have a legacy provider.[/text_block]

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Steps you can take

[headline style="17" font_size="40" align="center" headline_tag="h2"]Steps you can take[/headline]

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1

Review Ongoing Providers

You can view your provider(s) by looking at your payroll deductions.

[step_graphics style="1" color="#bb0000"][step style="1" text="1" headline="Review%20Ongoing%20Providers"]%3Cp%3EYou%20can%20view%20your%20provider(s)%20by%20looking%20at%20your%20payroll%20deductions.%3C%2Fp%3E%0A[/step][/step_graphics]

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[text_block style=”style_1.png” align=”left”]ARP: AIG Retirement Services (AIG), Fidelity Investments (Fidelity), TIAA and Voya

403(b) Plan: AIG, Fidelity, TIAA and Voya

457(b) Plan: Fidelity, Ohio Public Employees Deferred Compensation (ODC) and TIAA

RCP and 415(m) Plan: Fidelity and TIAA[/text_block]

[text_block style="style_1.png" align="left"]<strong>ARP:</strong> AIG Retirement Services (AIG), Fidelity Investments (Fidelity), TIAA and Voya</p>
<p><strong>403(b) Plan</strong>: AIG, Fidelity, TIAA and Voya</p>
<p><strong>457(b) Plan</strong>: Fidelity, Ohio Public Employees Deferred Compensation (ODC) and TIAA</p>
<p><strong>RCP and 415(m) Plan:</strong> Fidelity and TIAA[/text_block]

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2

Is your provider a current ongoing provider?

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[text_block style=”style_1.png” align=”left”]If you are already with an ongoing provider, no action needs to be taken unless you would like to switch.

- - If you would like to switch, please review and consider our list of ongoing providers.
  - If you would like to keep your current ongoing provider, you may need to update your provider with information starting January 4, 2021.

If your provider is not on the list, you may choose a different provider beginning on October 1, 2020. Otherwise, an account with Fidelity will be opened for you.[/text_block]

[text_block style="style_1.png" align="left"]If you are already with an ongoing provider, no action needs to be taken unless you would like to switch.<br />
<ul><br />
	<li style="list-style-type: none;"><br />
<ul><br />
	<li style="list-style-type: none;"><br />
<ul><br />
	<li>If you would like to switch, please review and consider our list of ongoing providers.</li><br />
	<li>If you would like to keep your current ongoing provider, you may need to update your provider with information starting January 4, 2021.</li><br />
</ul><br />
</li><br />
</ul><br />
</li><br />
</ul><br />
If your provider is not on the list, you may choose a different provider beginning on October 1, 2020. Otherwise, an account with Fidelity will be opened for you.[/text_block]

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3

Contact An Ongoing Provider

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AIG Retirement Services

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aigrs.com
614-436-4501 or 800-44-VALIC
Weekdays 8 am – 10 pm EST
Saturday 9 am – 6 pm EST

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[op_liveeditor_elements] <div class="row element-container cf " >[op_liveeditor_element data-style=""][text_block style="undefined" align="left"]<br />
<p style="text-align: center;"><a href="https://aigrs.com/">aigrs.com</a><br />
614-436-4501 or 800-44-VALIC<br />
Weekdays 8 am – 10 pm EST<br />
Saturday 9 am – 6 pm EST</p>[/text_block][/op_liveeditor_element]</div>[/op_liveeditor_elements]

[feature_box style="16" title="AIG%20Retirement%20Services" font_size="17" width="300" alignment="center"]#OP_CHILD_ELEMENTS#[/feature_box]

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TIAA

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TIAA.org/osu
614-659-1000 or 877-ARP-OHIO
Weekdays 8 am – 10 pm EST
Saturday 9 am – 6 pm EST

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[op_liveeditor_elements] <div class="row element-container cf " >[op_liveeditor_element data-style=""][text_block style="undefined" align="left"]<p style="text-align: center;"><a href="https://tiaa.org/osu">TIAA.org/osu</a><br />
614-659-1000 or 877-ARP-OHIO<br />
Weekdays 8 am – 10 pm EST<br />
Saturday 9 am – 6 pm EST</p>[/text_block][/op_liveeditor_element]</div>[/op_liveeditor_elements]

[feature_box style="16" title="TIAA" font_size="17" width="300" alignment="center"]#OP_CHILD_ELEMENTS#[/feature_box]

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Fidelity Investments

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NetBenefits.com/OhioState
800-343-0860 (General)
800-642-7131 (Appointments)
Weekdays 8 am – Midnight EST

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[op_liveeditor_elements] <div class="row element-container cf " >[op_liveeditor_element data-style=""][text_block style="undefined" align="left"]<br />
<p style="text-align: center;"><a href="https://netbenefits.com/OhioState">NetBenefits.com/OhioState</a><br />
800-343-0860 (General)<br />
800-642-7131 (Appointments)<br />
Weekdays 8 am – Midnight EST</p>[/text_block][/op_liveeditor_element]</div>[/op_liveeditor_elements]

[feature_box style="16" title="Fidelity%20Investments" font_size="17" width="300" alignment="center"]#OP_CHILD_ELEMENTS#[/feature_box]

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Voya Financial Advisors

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VoyaOhioHigherEd.com/osu
614-431-5000 or 800-862-4287
Weekdays, 8 a.m. – 9 p.m. EST
excluding
NY Stock Exchange holidays

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[op_liveeditor_elements] <div class="row element-container cf " >[op_liveeditor_element data-style=""][text_block style="undefined" align="left"]<br />
<p style="text-align: center;"><a href="https://voyaohiohighered.com/osu">VoyaOhioHigherEd.com/osu</a><br />
614-431-5000 or 800-862-4287<br />
Weekdays, 8 a.m. – 9 p.m. EST<br />
excluding<br />
NY Stock Exchange holidays</p>[/text_block][/op_liveeditor_element]</div>[/op_liveeditor_elements]

[feature_box style="16" title="Voya%20Financial%20Advisors" font_size="17" width="300" alignment="center"]#OP_CHILD_ELEMENTS#[/feature_box]

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Ohio Deferred Compensation

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ohio457.org
877-655-6457
9 am – 4 pm EST

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[op_liveeditor_elements] <div class="row element-container cf " >[op_liveeditor_element data-style=""][text_block style="undefined" align="left"]<p style="text-align: center;"><a href="https://ohio457.org/">ohio457.org</a><br />
877-655-6457<br />
9 am – 4 pm EST</p>
<p></p>[/text_block][/op_liveeditor_element]</div>[/op_liveeditor_elements]

[feature_box style="16" title="Ohio%20Deferred%20Compensation" font_size="17" width="300" alignment="center"]#OP_CHILD_ELEMENTS#[/feature_box]

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List of Legacy Providers

[headline style="3" font_size="30" align="left" headline_tag="h2"]List of Legacy Providers[/headline]

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ARP

[headline style="1" font_size="20" align="center" headline_tag="h2"]<strong>ARP</strong>[/headline]

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Equitable
c/o MainStreet Financial Services
180 West Olentangy St., Suite B
Powell, OH 43065
800-551-2423

[/text_block]

[text_block style="style_1.png" align="left"]<p style="text-align: center;"><a href="http://www.equitable.com/ohioarp"><strong>Equitable</strong></a><br />
c/o MainStreet Financial Services<br />
180 West Olentangy St., Suite B<br />
Powell, OH 43065<br />
800-551-2423</p>[/text_block]

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Lincoln National Life Ins. Co.
Lincoln Retirement Plan Services
PO Box 3441
Dublin, OH 43016
614-601-3825

[/text_block]

[text_block style="style_1.png" align="left"]<p style="text-align: center;"><a href="http://lfg.com/osu"><strong>Lincoln National Life Ins. Co.</strong></a><br />
Lincoln Retirement Plan Services<br />
PO Box 3441<br />
Dublin, OH 43016<br />
614-601-3825</p>[/text_block]

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Nationwide “Best of America”
c/o Philip Hammond
TrendCalc Capital Management
20 South Third St., Suite 210
Columbus, OH 43215
866-761-9378

[/text_block]

[text_block style="style_1.png" align="left"]<p style="text-align: center;"><a href="https://www.trendcalc.net/osu-benefits"><strong>Nationwide “Best of America”</strong></a><br />
c/o Philip Hammond<br />
TrendCalc Capital Management<br />
20 South Third St., Suite 210<br />
Columbus, OH 43215<br />
866-761-9378</p>[/text_block]

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The Hartford Financial Services Group, Inc.
c/o The Huntington Investment Co.
Trent Pryor, and the Pryor Investment Team
41 South High St. (HC0220)
Columbus, OH 43215
614-480-0720

[/text_block]

[text_block style="style_1.png" align="left"]<p style="text-align: center;"><a href="https://www.thehartford.com/business-insurance/financial-services"><strong>The Hartford Financial Services Group, Inc.</strong></a><br />
c/o The Huntington Investment Co.<br />
Trent Pryor, and the Pryor Investment Team<br />
41 South High St. (HC0220)<br />
Columbus, OH 43215<br />
614-480-0720</p>[/text_block]

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403(b) and 457(b)

[headline style="1" font_size="20" align="center" headline_tag="h2"]<strong>403(b) and 457(b)</strong>[/headline]

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AIG Retirement Services
8050 N. High St, Suite 130
Columbus, OH 43235
614-436-4501
800-448-2542
457(b) only

[/text_block]

[text_block style="style_1.png" align="left"]<p style="text-align: center;"><a href="http://valic.com/ohiohighered"><strong>AIG Retirement Services</strong></a><br />
8050 N. High St, Suite 130<br />
Columbus, OH 43235<br />
614-436-4501<br />
800-448-2542<br />
457(b) only</p>[/text_block]

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Ameriprise Financial, Inc.
530 Spring St, Suite 150
Columbus, OH 43215
614-621-2639

[/text_block]

[text_block style="style_1.png" align="left"]<p style="text-align: center;"><a href="https://www.ameriprise.com/"><strong>Ameriprise Financial, Inc.</strong></a><br />
530 Spring St, Suite 150<br />
Columbus, OH 43215<br />
614-621-2639</p>[/text_block]

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Aspire Financial Services, LLC
4010 Boy Scout Blvd, Suite 450
Tampa, FL 33607
866-634-5873

[/text_block]

[text_block style="style_1.png" align="left"]<p style="text-align: center;"><a href="https://www.aspireonline.com/"><strong>Aspire Financial Services, LLC</strong></a><br />
4010 Boy Scout Blvd, Suite 450<br />
Tampa, FL 33607<br />
866-634-5873</p>[/text_block]

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AXA/Equitable Life Ins. Co.
c/o MainStreet Financial Services
180 West Olentangy St., Suite B
Powell, OH 43065
800-551-2423

[/text_block]

[text_block style="style_1.png" align="left"]<p style="text-align: center;"><a href="https://us.axa.com/"><strong>AXA/Equitable Life Ins. Co.</strong></a><br />
c/o MainStreet Financial Services<br />
180 West Olentangy St., Suite B<br />
Powell, OH 43065<br />
800-551-2423</p>[/text_block]

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Lincoln National Life Ins. Co.
Lincoln Retirement Plan Services
PO Box 3441
Dublin, OH 43016
800-454-6265

[/text_block]

[text_block style="style_1.png" align="left"]<p style="text-align: center;"><a href="http://lfg.com/osu"><strong>Lincoln National Life Ins. Co.</strong></a><br />
Lincoln Retirement Plan Services<br />
PO Box 3441<br />
Dublin, OH 43016<br />
800-454-6265</p>[/text_block]

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Metropolitan Life Ins. Co.
5600 Blazer Parkway, Suite 100
Dublin, OH 43017
614-790-9802

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[text_block style="style_1.png" align="left"]<p style="text-align: center;"><a href="http://metlife.com/"><strong>Metropolitan Life Ins. Co.</strong></a><br />
5600 Blazer Parkway, Suite 100<br />
Dublin, OH 43017<br />
614-790-9802</p>[/text_block]

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Nationwide
c/o Michael L. Beers of Graystone
Morgan Stanley Wealth Management
4449 Easton Way, Suite 300
Columbus, OH 43219
614-269-3401v

[/text_block]

[text_block style="style_1.png" align="left"]<p style="text-align: center;"><a href="http://nationwide.com/osuplan"><strong>Nationwide</strong></a><br />
c/o Michael L. Beers of Graystone<br />
Morgan Stanley Wealth Management<br />
4449 Easton Way, Suite 300<br />
Columbus, OH 43219<br />
614-269-3401v</p>[/text_block]

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T. Rowe Price Retirement Plan Services, Inc.
Special Attn: Forms Enclosed
P.O. Box 17215
Baltimore, MD 21297
800-922-9945

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[text_block style="style_1.png" align="left"]<p style="text-align: center;"><a href="http://troweprice.com/"><strong>T. Rowe Price Retirement Plan Services, Inc.</strong></a><br />
Special Attn: Forms Enclosed<br />
P.O. Box 17215<br />
Baltimore, MD 21297<br />
800-922-9945</p>[/text_block]

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The Legend Group
2929 Kenny Road, Suite 215
Columbus, Ohio 43221
800-417-9099

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[text_block style="style_1.png" align="left"]<p style="text-align: center;"><a href="http://legendgroup.com/"><strong>The Legend Group</strong></a><br />
2929 Kenny Road, Suite 215<br />
Columbus, Ohio 43221<br />
800-417-9099</p>[/text_block]

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VOYA Financial Services
7965 N. High St, Suite 150
Columbus, OH 43235
(614) 431-5000
(800) 862-4287
457(b) only

[/text_block]

[text_block style="style_1.png" align="left"]<p style="text-align: center;"><a href="https://osu.beready2retire.com/"><strong>VOYA Financial Services</strong></a><br />
7965 N. High St, Suite 150<br />
Columbus, OH 43235<br />
(614) 431-5000<br />
(800) 862-4287<br />
457(b) only</p>[/text_block]

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Have any questions?

[headline style="1" font_size="30" align="center" headline_tag="h2"]Have any questions?[/headline]

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Take a look at the 2021 retirement FAQ page

[/text_block]

[text_block style="style_1.png" align="left"]<p style="text-align: center;"><a href="https://hr.osu.edu/benefits/retirement/2021enhancements/faq/">Take a look at the 2021 retirement FAQ page</a></p>[/text_block]

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