Retirement Plan Providers - Human Resources at Ohio State

Retirement Plan Providers

Lead Administrator and Default Provider

To help with the ongoing administration of the university’s retirement plans, including the Alternative Retirement Plan, 403(b) Plan, 457(b) Plan, Retirement Continuation Plan, and 415(m) Plan, Ohio State selected Fidelity to be the plans’ lead administrator. In this role, Fidelity will handle certain enrollment actions through its website, and Fidelity will help provide compliance coordination services across providers. Fidelity will also serve as the default provider for participants who do not make a provider election.

Ohio Deferred Compensation enrollments and payroll contribution elections may not be made through the Lead Administrator website and must be made directly with ODC at ohio457.org.

Providers for State Retirement Plans

Ohio Public Employees Retirement System (OPERS)
(800) 222-7377
277 E. Town Street
Columbus, OH 43215
Visit OPERS website

State Teachers Retirement System (STRS)
(888) 227-7877
275 E. Broad Street
Columbus, OH 43215
Visit STRS website

Providers for University-Sponsored Plans

The university retirement plans are administered only through approved providers.

Providers and Plans Offered (plan numbers listed below corresponding checkmark)
Provider ARP 403(b) 457(b) RCP/415(m)
AIG Retirement Services
(614) 436-4501 or (800) 44-VALIC
8050 N. High St, Suite 130
Columbus, OH 43235
Register for an appointment with AIG
Yes
17002001
Yes
17002002
No No
Fidelity Investments
(800) 343-0860 (general)
(800) 642-7131 (appointments)
100 Crosby Parkway MZ: KC1E
Covington, KY 41015
Register for an appointment with Fidelity
Yes
84921
Yes
84920
Yes
93926
Yes
84998
Ohio Deferred Compensation (ODC)
(877) 644-6457
257 E. Town St, Suite 457
Columbus, OH 43215
Visit ODC website
No No Yes
0310000 (biweekly)

0310001 (monthly)
No
TIAA
(800) 842-2252
485 Metro Place S, Suite 450
Dublin, OH 43017
Register for an appointment with TIAA
Yes
150107
Yes
150106
Yes
150108
Yes
150083
VOYA Financial Advisors
(614) 431-5000 or (800) 862-4287
545 Metro Place South, Suite 100
Dublin, OH 43017
Register for an appointment with Voya
Yes
Pre 2021: VF2232

2021 going forward: 664460
Yes
Pre 2021: VT0964

2021 going forward: 664459
No No

Legacy Providers

You may have an account balance at a Legacy Provider. Legacy providers are not eligible to receive contributions after December 31, 2020.

Equitable
c/o MainStreet Financial Services
180 West Olentangy St., Suite B
Powell, OH 43065
(800) 551-2423
ARP Plan Number: 652460

Lincoln National Life Ins. Co.
Lincoln Retirement Plan Services
PO Box 3441
Dublin, OH 43016
(614) 601-3825
ARP 401(a) Plan Number: CR31473

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

AIG Retirement Services (457(b) plan only)
formerly VALIC
8050 N. High St, Suite 130
Columbus, OH 43235
(614) 436-4501
(800) 448-2542
457(b) Plan Number: 17002003

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
403(b) Plan Number: 2356

AXA/Equitable Life Ins. Co.
c/o MainStreet Financial Services
180 West Olentangy St., Suite B
Powell, OH 43065
(800) 551-2423
403(b) Plan Number: 716360

Lincoln National Life Ins. Co.
Lincoln Retirement Plan Services
PO Box 3441
Dublin, OH 43016
(800) 454-6265
403(b) Plan Number: CR15186
457(b) Plan Number: CR33290

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) 269-3401

T. Rowe Price Retirement Plan Services, Inc.
Special Attn: Forms Enclosed
P.O. Box 17215
Baltimore, MD 21297
(800) 922-9945
403(b) Plan Number: 200634

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

VOYA Financial Services (457(b) plan only)
7965 N. High St, Suite 150
Columbus, OH 43235
(614) 431-5000
(800) 862-4287
457(b) Plan Number: VF3939