E-NEWSLETTER SIGNUP

403(b) and 457 Deferred Compensation Plans

Employee Summary

Salary Reduction Agreement (Employee Form)

Deferred Compensation Enrollment Form

Deferred Compensation Change Form - Please!  The Treasurer must be notified of any withholding changes.

 

APPROVED 403(b) PROVIDERS

403b ASPire Financial Services

403b ASPire Financial Services, a custodial firm, has access to the following mutual fund companies:

  • American Funds
  • AIM Investments
  • Fidelity Advisor Funds
  • Franklin/Templeton Funds
  • Lord Abbett Fund Company
  • MFS Funds
  • Oppenheimer Funds
  • Van Kampen Fund

Agent: Chad Boreman
Boreman~Cook Financial Services
202 North Market Street Wooster, OH 44691
Phone: 330-263-7800 Fax: 330-263-7878

 

OHIO 457 – Deferred Compensation Program

Deferred Compensation Enrollment Form

An alternative investment option is available through a 457 deferred compensation program. This plan is administered by the state:

Ohio Public Employees Deferred Compensation Program
Agent: Tom Tornabene
Phone: (330) 447-1835
tornabt [at] nationwide [dot] com
www.ohio457.org

 


MetLife Investors – Metropolitan Life Insurance Company

3205 Shreve Road • Wooster, OH 44691 • 330.264.9491