ARP 401a and 403b Vendor List
To set up an Alternative Retirement Plan (ARP) 401a retirement plan, please contact the provider of your choice listed below to establish the account. ARP/401a's must have a form completed into benefits within 120 days of hire, otherwise you will continue to be enrolled with OPERS/STRS.
A 403(b) has two parts to it, your Retirement@work login, and your account with your vendor. Contact your vendor to initiate your 403b account, and then log into Retirement@work. This is also where you will set and adjust your contribution amount. Once your account is established with your vendor, and contributions are being made, you may change your investment selections on your vendor’s web page.
Each vendor has several investment options, but it does charge your account a slight administrative fee. These fees will vary based on the provider you choose. Estimated Annual Record Keeping Fee (calculated as a % of the participant’s assets in the plan): TIAA-.065%, VOYA-.20%, Corebridge-.30%, Fidelity-.37%. Plan Administration Fee: .03% (for each vendor). For further plan comparison please review the comparison chart.
ARP Form | 403B Link to Retirement@Work
TIAA-CREF
Eric Roberts
777 East Eisenhower Parkway, Ann Arbor, MI 48108
Account Set up: https://www.tiaa.org/public/tcm/utoledo
Appointment Link: www.tiaa.org/schedulenow
Phone: 419-270-3121 | E-mail: eric.roberts@tiaa.org
Participant Services Line: (877) 277-6446
National Contact Center Customer Service Team: (800) 842-2252
Appointment Scheduling: (800) 732-8353 | University of Toledo ID: 03210
VOYA Financial
Mike Landolt & Matt Snyder
2760 Centennial Road/Tradition Square Toledo, OH 43617
Phone: (419) 534-4413, ext:1 | Online Appointment Scheduling: Voya Financial Advisors, Inc.
E-mails: mikelandolt@voyafa.com, matthewsnyder@voyafa.com
401a/ARP Plan Code: 664524 & Verification # 046212
403b Plan Code: 664523 & Verification # 046212
Corebridge
Donna Pribe
2 Summit Park Dr., Independence, OH 44131
Cell Phone: (419) 930-7776 | Office Phone: (216) 643-6340
Email: Donna.Pribe@aig.com | Account Set up: https://myaccount.valic.com/enroll/public/get-started
Appointment Scheduling: Click Here
Enrollment Code 401a/ARP: 17006001
Enrollment Code 403b: 17006002
Fidelity
Tim Parker
Email:Timothy.Parker@fmr.com
Appointments: https://digital.fidelity.com/prgw/digital/wos/Appointments
Phone: 1-734-724-5051
Website: https://fidelity.com/schedule
Account Set up: http://enrollonline.fidelity.com
401a/ARP Plan Code: 80779 | 403b Plan Code: 50236