2021 Retirement Updates
Providers
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.
Steps you can take |
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1
Review Ongoing Providers
You can view your provider(s) by looking at your payroll deductions.
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
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2
Is your provider a current ongoing provider?
If you are already with an ongoing provider, no action needs to be taken unless you would like to switch.
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- 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.
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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.
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3
Contact An Ongoing Provider
AIG Retirement Services
aigrs.com
614-436-4501 or 800-44-VALIC
Weekdays 8 am – 10 pm EST
Saturday 9 am – 6 pm EST
TIAA
TIAA.org/osu
614-659-1000 or 877-ARP-OHIO
Weekdays 8 am – 10 pm EST
Saturday 9 am – 6 pm EST
Fidelity Investments
NetBenefits.com/OhioState
800-343-0860 (General)
800-642-7131 (Appointments)
Weekdays 8 am – Midnight EST
Voya Financial Advisors
VoyaOhioHigherEd.com/osu
614-431-5000 or 800-862-4287
Weekdays, 8 a.m. – 9 p.m. EST
excluding
NY Stock Exchange holidays
Ohio Deferred Compensation
ohio457.org
877-655-6457
9 am – 4 pm EST
List of Legacy Providers
ARP
Equitable
c/o MainStreet Financial Services
180 West Olentangy St., Suite B
Powell, OH 43065
800-551-2423
Lincoln National Life Ins. Co.
Lincoln Retirement Plan Services
PO Box 3441
Dublin, OH 43016
614-601-3825
Nationwide “Best of America”
c/o Philip Hammond
TrendCalc Capital Management
20 South Third St., Suite 210
Columbus, OH 43215
866-761-9378
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
403(b) and 457(b)
AIG Retirement Services
8050 N. High St, Suite 130
Columbus, OH 43235
614-436-4501
800-448-2542
457(b) only
Ameriprise Financial, Inc.
530 Spring St, Suite 150
Columbus, OH 43215
614-621-2639
Aspire Financial Services, LLC
4010 Boy Scout Blvd, Suite 450
Tampa, FL 33607
866-634-5873
AXA/Equitable Life Ins. Co.
c/o MainStreet Financial Services
180 West Olentangy St., Suite B
Powell, OH 43065
800-551-2423
Lincoln National Life Ins. Co.
Lincoln Retirement Plan Services
PO Box 3441
Dublin, OH 43016
800-454-6265
Metropolitan Life Ins. Co.
5600 Blazer Parkway, Suite 100
Dublin, OH 43017
614-790-9802
Nationwide
c/o Michael L. Beers of Graystone
Morgan Stanley Wealth Management
4449 Easton Way, Suite 300
Columbus, OH 43219
614-269-3401v
T. Rowe Price Retirement Plan Services, Inc.
Special Attn: Forms Enclosed
P.O. Box 17215
Baltimore, MD 21297
800-922-9945
The Legend Group
2929 Kenny Road, Suite 215
Columbus, Ohio 43221
800-417-9099
VOYA Financial Services
7965 N. High St, Suite 150
Columbus, OH 43235
(614) 431-5000
(800) 862-4287
457(b) only