We've compiled the most important news,resources and tools from the 4th Quarter of 2015 into our Focus Newsletter, to provide our participants and their employers with the most relevant information in the retirement and investment industry.Read it here.
Saver's Tax Credit
Ohio public employee savers who invest part of their salary into Ohio Deferred Compensation may be eligible for a federal income tax credit-the Saver's Tax Credit. Learn more.
Deferred Compensation Terms
Rollover (Pre-tax):
Amounts transferred to the plan from an eligible retirement plan or IRA. Reinvestment of assets into an IRA that an individual receives from a qualified tax-deferred retirement plan. It must be reinvested into an IRA within 60 days to avoid tax and penalties.Visit our website to learn more.
Share retirement-related articles with your employees
Ohio DC can provide monthly articles on retirement issues for your newsletter or Intranet.
Download articles on healthcare in retirement, what is deferred compensation, fees, and more. Learn more.
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Meet a Field Account Executive: Tom Tornabene Meet Tom.
Tom has worked in the financial services industry for 21 years and has been an Account Executive with the Ohio Deferred Compensation Program for 12 years. Previously Tom worked for Fidelity Investments as an Account Executive, and with Nationwide Financial in their sales and case acquisition departments. Tom has FINRA Series 7 and 63 licenses and the Ohio Life and Health license. Tom lives in Tuscarawas County and covers ten counties for the Ohio Deferred Compensation Program.
