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Approved ¾Ã¾ÃË®ÃÛÌÒ Retirement Vendors

¾Ã¾ÃË®ÃÛÌÒ has approved the following vendors to offer the Alternative Retirement Plan and Supplemental Retirement Plans.

Vendors

Equitable (formerly AXA)

Carol Rodgers-Rivir, 859-630-2226Carol.rodgers@equitable.com

To Schedule an Appointment with Carol:
(please allow at least a 4-hour window before your appointment)

Website:   

 

TIAA

Connor Louis,Financial Consultant | Retirement Solutions, 513-263-2816Connor.Louis@tiaa.org

To Schedule an Appointment with Connor: 

Website:

 

Corebridge Financial (formerly AIG Retirement Services)

Carrie Cummings, Financial Advisor, (614) 436-4551 (office), (937) 542-2936 (cell), carrie.cummings@corebridgefinancial.com

 

Voya Financial Advisors

Matt Carter, 513-651-5224 x4025480, matthew.carter@voyafa.com,

To Schedule an Appointment with Matt: 

Derek Stiles, 937-353-5472, 800-451-4702 x4025472, derek.stiles@voyafa.com

Jeff Rankin, CFS, 937-353-5492, 800-451-4702 x4025492, JeffreyRankin@voyafa.com

Website:  

 

 

Ohio Deferred Compensation (457 Plan)

Tom Bugher, CRC, ChFC, 513-829-6499, main office: 877-644-6457

Website: 

Our Mission

Working alongside the various departments and units within ¾Ã¾ÃË®ÃÛÌÒ, we strive to recruit, cultivate, acknowledge, and involve a diverse pool of talent to fulfill their goals and the overarching goals of the institution.