Northeast Ohio Medical University
Tax Sheltered Annuities and Deferred Compensation Programs
As an employee of NEOMED, you have the option of participating in a tax sheltered annuity or a
deferred compensation program as authorized by the Internal Revenue Code Section 403(b)
and Section 457(b). Through this program, you can shelter a portion of your compensation from
federal and state income taxes to purchase supplemental retirement benefits. These benefits
are taxable when withdrawn (usually at retirement) and there are restrictions and /or penalties
on early withdrawals.
The following is a list of companies that are authorized by NEOMED to contact employees and
submit paperwork for a salary reduction through payroll deduction:
American Express/Ameriprise
403(b)
Annie Zhang
3333 Massillon Rd Ste 110
Akron, OH 44312
annie.h.zhang@ampf.com
330-628-8042
AXA/Equitable
403(b) & 457 & Roth 403(b)
Mike Peterson
3700 Embassy Pkwy Ste 330
Akron, OH 44333
michael.peterson2@axa-advisors.com
330-664-1829
D & E Financial Services
403(b)
Bryan Hummel
1653 Merriman Rd. Ste. 201
Akron, OH 44313
Bryan.hummel@definancial.net
330-434-0344
ING Financial Partners
403(b)
David Cushing
6450 Rockside Woods Blvd S
Independence, OH 44131
david.cushing@ingfp.com
216-447-3754
Lincoln Financial Advisors Corp
403(b)
Ron Ross, CRPC, CRPS
89 First St Ste 204-12
Hudson, OH 44236
Ronald.Ross@LFG.com
877-929-8393
8/6/2014
MetLife Resources (formerly Travelers)
403(b)
1-800-788-5861
MetLife will arrange for a representative to
meet with you upon request.
Ohio Public Employees Deferred
Compensation Plan
457(b)
Dan Totin
257 E Town St Ste 457
Columbus, OH 43215-4626
totind@nationwide.com
330-718-4604
TIAA-CREF
457(b) & 403(b) & Roth 403(b)
Matthew Gagnon
485 Metro Place South Suite 450
Dublin, OH 43107
mgagnon@tiaa-cref.org
614-659-1017
VALIC Financial Advisors Inc
457(b) & 403(b)
Lynne Jones
2 Summit Park Dr Ste 500
Independence, OH 44131
lynne.jones@valic.com
330-283-3080
PFS Financial Services (Primerica)
403(b) 457 & 403(b) Roth
Dave Sladky
1101/2 High Street, Suite 203
Wadsworth, OH 44281
dsladky.m4297@primerica.com
330-334-7651