Northeast Ohio Medical University Tax Sheltered Annuities and Deferred Compensation Programs

Northeast Ohio Medical University

Tax Sheltered Annuities and Deferred Compensation Programs
As an employee of NEOMED, you have the option of participating in a tax sheltered annuity or a deferred compensation program as authorized by the Internal Revenue Code Section 403(b) and Section 457(b). Through this program, you can shelter a portion of your compensation from federal and state income taxes to purchase supplemental retirement benefits. These benefits are taxable when withdrawn (usually at retirement) and there are restrictions and /or penalties on early withdrawals.

The following is a list of companies that are authorized by NEOMED to contact employees and submit paperwork for a salary reduction through payroll deduction:

American Express/Ameriprise

403(b)

Annie Zhang

3333 Massillon Rd Ste 110

Akron, OH 44312

[e-mail]

330-628-8042

AXA/Equitable

403(b) & 457 & Roth 403(b)

Mike Peterson

3700 Embassy Pkwy Ste 330

Akron, OH 44333

[e-mail]

330-664-1829

D & E Financial Services
403(b)

Bryan Hummel

1653 Merriman Rd. Ste. 201

Akron, OH 44313

[e-mail]

330-434-0344

ING Financial Partners

403(b)
David Cushing

6450 Rockside Woods Blvd S

Independence, OH 44131

[e-mail]

216-447-3754
Lincoln Financial Advisors Corp

403(b)

Ron Ross, CRPC, CRPS

89 First St Ste 204-12

Hudson, OH 44236

[e-mail]

877-929-8393

MetLife Resources (formerly Travelers) 403(b)

1-800-788-5861

MetLife will arrange for a representative to meet with you upon request.
Ohio Public Employees Deferred Compensation Plan
457(b)

Dan Totin

257 E Town St Ste 457

Columbus, OH 43215-4626

[e-mail]

330-718-4604

TIAA-CREF

457(b) & 403(b) & Roth 403(b)

Matthew Gagnon

485 Metro Place South Suite 450

Dublin, OH 43107

[e-mail]

614-659-1017     

VALIC Financial Advisors Inc

457(b) & 403(b)

Lynne Jones

2 Summit Park Dr Ste 500

Independence, OH 44131

[e-mail]

330-283-3080

PFS Financial Services (Primerica) 403(b) 457 & 403(b) Roth
Dave Sladky
1101/2 High Street, Suite 203
Wadsworth, OH 44281
[e-mail]
330-334-7651

8/6/2014