Pending ARP & 403(b) Plan Changes

Effective January 1, 2020, BGSU will offer four vendor choices for all future contributions for the Alternative Retirement Plan (ARP) and 403(b) program.

Beginning January 1, 2020, BGSU will offer four vendor choices for all future contributions to the ARP and 403(b) plans:  AXA-Equitable, Fidelity, TIAA, and Voya.

All previous contributions can remain with your current vendor if you so choose.

The four selected vendors will offer three tiers of investment choices.  Tier 1 will provide a Target Date Fund (based upon your current age and your estimated retirement age).  Tier 2 will offer both passive and actively managed mutual fund choices across all major asset classes and will include many recognized major mutual fund providers.  Tier 3 will allow you to choose your preferred investment fund choices through a brokerage window although there may be higher fees associated with this option.

If you currently participate in the Alternative Retirement Plan (ARP) or the 403(b) Plan, please review all information available to ensure you are making well informed decisions. 

Group information sessions are being provided by the Office of Human Resources and the four approved vendors on October 8th, 9th, 10th, and 14th.   Individual sessions are being provided by the four approved vendors on October 15th, 16th, 17th, 21st, and 22nd.  The approved vendors will continue to have a presence on campus on a monthly basis and can be contacted during normal business hours to set up individual sessions going forward. 

Below you will find the information for the four approved vendors with their Transition Guides and contact information to set up individual sessions. 



AXA Equitable

AXA Transition Guide

Customer Service:  1-800-551-2423

To enroll online, please use the AXA Enrollment Site.

To schedule an individual meeting with an AXA representative, please use their Reservation Site.

Fidelity

Fidelity Transition Guide

Customer Service:    1-800-343-0860

You can enroll online through Fidelity's enrollment site using these Enrollment Instructions.

On an ongoing basis, use the Fidelity NetBenefits site with these helpful Managing Your Online Account Instructions.

To schedule an individual meeting with a Fidelity representative, please use their Reservation Site or call 1-800-642-7131.

Voya

Voya Transition Guide

Customer Service:   1-800-584-6001

Account Login:  Voya Retirement Plans

To schedule an individual meeting with a Voya representative, please contact any of the following.

Michael Landolt                               
Office:  419-534-4410                     
Mobile:  419-344-3340                    
mikelandolt@voyafa.com                
www.mikelandolt.com                    

Matthew Snyder
Office:  419-534-4410
Mobile:  419-450-7154
matthewsnyder@voyafa.com
www.matthewsnyder.net

Matt Carter, CFP
Office:  937-353-5480
Mobile:  513-218-3341
matthew.carter@voyafa.com
www.myretirementteam.com

TIAA

TIAA Transition Guide

Customer Service:  1-800-732-8353

To schedule an individual meeting with a TIAA representative, please call 1-800-732-8353 weekdays, 8 a.m. to 8 p.m. (ET), or visit www.TIAA.org/schedulenow.  You can get personalized retirement plan advice on the plans' investment options from a TIAA financial consultant.  In-person, phone and virtual sessions are available.

For information regarding the plan, investments, and to make your investment elections with TIAA, use the TIAA website.