Second quarter Focus newsletter available

The fourth quarter Focus newsletter is now available. Read information on rollovers, how Social Security can affect pension benefits, and more. Feel free to share it with employees. Read more. 

Employer Fiduciary Reminder

We appreciate you providing Ohio Deferred Compensation as a benefit to your employees. Please remember the Ohio Revised Code specifies that you share certain fiduciary responsibilities with the Board of Trustees. Learn more.

 

 


Retirement Planning Specialist visits across
the state

Retirement Planning Specialists will be available to meet with your employees in selected cities July-August. Your employees must make an appointment for this service. Learn more.

 

 

Ohio DC retirement-related videos

Looking to educate your employees on Ohio Deferred Compensation or retirement-related issues? Ohio DC has produced a series of videos for you to share with employees. Featuring "Professor Penny," video topics include benefits of enrolling in Ohio DC; fees, how to read an Investment Performance Report; and more. See the videos.

 

 

New articles available to share with your employees

 

Ohio DC can provide monthly articles on retirement issues for your newsletter or Intranet. Email us to be put on our mailing list. 

Download articles on target date funds, the difference a small increase can make, tax deferral power and more. Learn more.
 

 
Meet a Field Account Executive:
Jason Brown

Meet Jason.
 

Jason Brown has been an Account Executive with Ohio Deferred Compensation for 12 years. Jason covers a 12 county territory in southeast Ohio and maintains a FINRA Series 6 license, as well as the Chartered Financial Consultant (ChFC) designation. He is a graduate of Otterbein College. Jason has a passion for helping people save for retirement, especially school employees. He resides in New Lexington with his daughter.

          

Don't forget that Field Account Executives can come to your office and meet with employees to review their accounts or present workshops. Contact your Field Account Executive or call
877-644-6457 to schedule an appointment.