Ohio Deferred Compensation's employer-focused newsletter "In the Know" provides recipients with the latest news and developments in retirement saving.

Your Monthly News & Updates
The latest news and developments from Ohio  Deferred Compensation for May 2016.
Financial Wellness Programs

In order to better serve their employees, many large companies have started to offer financial wellness programs to staff. These programs offer a multitude of benefits, including  providing employees with the financial confidence to help plan for their retirement.   Learn more here.

Read The April 2016 Rewards Newsletter

Geared toward our retired participants, the Rewards Newsletter, is published on a semi-annual basis. The April 2016 edition has in-depth information on how to rebalance a portfolio, updates on recent federal tax changes and upcoming social security adjustments. Read it here, on the participant website. 
Deferred Compensation Terms

Asset Classes (Types) - Types of investments available for participant contributions and assets. In general, asset classes may be divided into stocks, bonds, and cash and cash-like products including money market instruments, Treasury bills and CDs. Retirement plans typically offer mutual funds comprised of stocks, bonds, cash or a mixture of them.   Visit our participant website to learn more terms.
Share Deferred Compensation-related Articles with Your Employees

Ohio DC can provide monthly articles on retirement issues for your newsletter or Intranet. This month's article on the employer website is Financial Wellness Programs.

Download articles on healthcare in retirement, what is deferred

compensation, fees, and more. Learn more.
 
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Meet a Retirement Planning Specialist: Jim Allen

Meet Jim.

Jim Allen ChFC, CRC, FLMI, CEBS
Jim graduated from Ohio Dominican University with a Bachelor of Arts in Business Administration.  He has spent the majority of his 30 year financial services career public sector retirement plans. Jim is a Retirement Planning Specialist who assists Ohio Deferred Compensation participants as they approach or navigate through retirement. Jim holds the Chartered Financial Consultant (ChFC), Certified Retirement Counselor (CRC), Fellow, Life Management Institute (FLMI) and Certified Employee Benefit Specialist (CEBS) designations.  He also holds the FINRA Series 6 and the Ohio Life and Health insurance licenses. Jim is a lifelong Columbus, Ohio resident who enjoys playing golf, following high school and college sports, and spending time with his wife and adult son. 



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