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UToledo Human Resources

ARP 401a ÌýandÌý 403b ÌýVendorÌý ListÌý

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.ÌýÌý

ÌýA 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.ÌýÌý

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.Ìý

ÌýARP Form | ÌýÌý

TIAA-CREFÌý

Eric RobertsÌý
777 East Eisenhower Parkway, Ann Arbor, MI 48108Ìý
Account Set up: Ìý
Appointment Link: Ìý
Phone: 419-270-3121 | E-mail: eric.roberts@tiaa.orgÌý
Participant Services Line: (877) 277-6446Ìý
National Contact Center Customer Service Team: (800) 842-2252ÌýÌý
Appointment Scheduling: (800) 732-8353ÌýÌý | University of Toledo ID: 03210Ìý

VOYA FinancialÌý

Mike Landolt & Matt Snyder
2760 Centennial Road/Tradition Square Toledo, OH 43617Ìý
Phone: (419) 534-4413, ext:1 | Online Appointment Scheduling:Ìý
E-mails:Ìý mikelandolt@voyafa.com, matthewsnyder@voyafa.comÌýÌý
401a/ARP Plan Code: 664524 & Verification # 046212Ìý
403b Plan Code: 664523 & Verification # 046212Ìý

Corebridge

Donna PribeÌý
2 Summit Park Dr., Independence, OH 44131Ìý
Cell Phone: (419) 930-7776 | Office Phone: (216) 643-6340Ìý
Email: Donna.Pribe@aig.com | Account Set up: Ìý
Appointment Scheduling: ÌýÌýÌý
Enrollment Code 401a/ARP: 17006001Ìý
Enrollment Code 403b:Ìý 17006002Ìý

FidelityÌý

Tim Parker

Email:Timothy.Parker@fmr.com

Appointments:

Phone:Ìý 1-734-724-5051
Website:
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Account Set up: Ìý
401a/ARP Plan Code: 80779 | 403b Plan Code: 50236Ìý

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