Resources

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Main Pages

[headline style="1" font_size="30" font_color="%23000000" font_shadow="none" align="center" headline_tag="h2"]<strong> Main Pages</strong>[/headline]

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View Ohio University’s retirement options.

View Ohio University’s VSRP Plans.

View the summary of VSRP for 2020.

Watch our video highlighting changes

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[text_block style="style_1.png" align="left"]<p style="text-align: center;"><a href="https://www.ohio.edu/hr/benefits/retirement-plan-options">View Ohio University's retirement options.</a></p><br />
<p style="text-align: center;"><a href="https://www.ohio.edu/hr/news/faculty-vsrp">View Ohio University's VSRP Plans.</a></p><br />
<p style="text-align: center;"><a href="https://www.ohio.edu/sites/default/files/sites/hr/files/Summary_2020_Faculty_VSRP.pdf">View the summary of VSRP for 2020. </a></p><br />
<p style="text-align: center;"><a href="https://ouretirement.com/voluntary-separation-retirement-plan/">Watch our video highlighting changes</a></p>[/text_block]

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Ohio Public Employees Retirement System (OPERS)

[headline style="1" font_size="30" font_color="%23000000" font_shadow="none" align="left" headline_tag="h2"]<b>Ohio Public Employees Retirement System (OPERS)</b>[/headline]

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[text_block style=”style_1.png” align=”left”]OPERS Website

Retiring from OPERS

Member Handbook

Retirement Plan Comparison Chart – Staff[/text_block]

[text_block style="style_1.png" align="left"]<a href="https://www.opers.org/">OPERS Website</a></p>
<p><a href="https://www.opers.org/members/retiring.shtml">Retiring from OPERS</a></p>
<p><a href="https://www.opers.org/pubs-archive/members/2019-07-16-Member-Handbook.pdf">Member Handbook</a></p>
<p><a href="https://www.ohio.edu/sites/default/files/sites/hr/files/Retirement_Comparison_Chart_STAFF.pdf" target="_blank" rel="noopener">Retirement Plan Comparison Chart – Staff</a>[/text_block]

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Forms

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[text_block style=”style_1.png” align=”left”]ARP 403(b)/457(b) Salary Reduction Agreement Form.

ARP Enroll Form

ARP Vendor Change Form

Retirement Separation Form

Faculty VSRP Meetings for February [/text_block]

[text_block style="style_1.png" align="left"]<a href="https://www.tiaa.org/public/pdf/OHIOU_SRA_Combined.pdf">ARP 403(b)/457(b) Salary Reduction Agreement Form. </a></p>
<p><a href="https://rebelfinancial.com/wp-content/uploads/OU_Retirement-Election-ARP-Oct11.pdf">ARP Enroll Form </a></p>
<p><a href="https://www.ohio.edu/sites/default/files/sites/hr/files/ARPVendorChange.pdf">ARP Vendor Change Form</a></p>
<p><a href="https://www.ohio.edu/sites/default/files/sites/hr/files/Retirement_Separation_Form.pdf">Retirement Separation Form</a></p>
<p><a href="https://www.ohio.edu/sites/default/files/sites/hr/files/Faculty_VSRP_Meeting_Calendar_Feb_2020.pdf">Faculty VSRP Meetings for February </a>[/text_block]

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Miscellaneous Retirement Info

[headline style="1" font_size="30" font_color="%23000000" font_shadow="none" align="left" headline_tag="h2"]<b>Miscellaneous</b><strong> Retirement Info</strong>[/headline]

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[text_block style=”style_1.png” align=”left”]Investing On Your Own

How to Retire[/text_block]

[text_block style="style_1.png" align="left"]<a href="https://www.ohio.edu/hr/benefits/investing-your-own">Investing On Your Own</a></p>
<p><a href="https://www.ohio.edu/hr/benefits/how-retire">How to Retire</a>[/text_block]

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State Teachers Retirement System (STRS)

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[text_block style=”style_1.png” align=”left”]STRS Website

Retiring From STRS

Retirement Plan Comparison Chart – Faculty[/text_block]

[text_block style="style_1.png" align="left"]<a href="https://www.strsoh.org/">STRS Website</a></p>
<p><a href="https://www.strsoh.org/actives/#section-3">Retiring From STRS</a></p>
<p><a href="https://www.ohio.edu/sites/default/files/sites/hr/files/Retirement_Comparison_Chart_FACULTY.pdf" target="_blank" rel="noopener">Retirement Plan Comparison Chart – Faculty</a>[/text_block]

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Plan Providers

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[text_block style=”style_1.png” align=”left”]TIAA

Supplemental Plan Providers

ARP Providers[/text_block]

[text_block style="style_1.png" align="left"]<a href="https://www.tiaa.org/public/tcm/ohiou/home">TIAA</a></p>
<p><a href="https://www.ohio.edu/hr/benefits/supplemental-plan-providers">Supplemental Plan Providers</a></p>
<p><a href="https://www.ohio.edu/hr/benefits/retirement-plan-providers">ARP Providers</a>[/text_block]

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How We Can Help You Manage

[headline style="1" align="center" headline_tag="h2"]<strong>How We Can Help You Manage</strong>[/headline]

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See Our University Employees

Specialized Retirement Planning

STRS Retirement Planning

OPERS Retirement Planning

Alternative Retirement Planning

Windfall Elimination Provision (WEP) and Government Pension Offset (GPO)

How To Rollover Your Account

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[text_block style="style_1.png" align="left"]<p style="text-align: center;"><a href="https://rebelfinancial.com/who-we-serve/university-employees/">See Our University Employees</a></p><br />
<p style="text-align: center;"><a href="https://rebelfinancial.com/who-we-serve/university-employees/university-cincinnati-uc-retirement-planning/">Specialized Retirement Planning</a></p><br />
<p style="text-align: center;"><a href="https://rebelfinancial.com/planning-specialties/retirement-planning/ohio-state-teachers-retirement-system-strs-retirement-planning/">STRS Retirement Planning</a></p><br />
<p style="text-align: center;"><a href="https://rebelfinancial.com/planning-specialties/retirement-planning/ohio-public-employees-retirement-system-opers-retirement-planning/">OPERS Retirement Planning</a></p><br />
<p style="text-align: center;"><a href="https://rebelfinancial.com/ohios-universities-alternative-retirement-program-arp/">Alternative Retirement Planning</a></p><br />
<p class="page_title" style="text-align: center;"><a href="https://rebelfinancial.com/planning-specialties/retirement-planning/windfall-elimination-provision-wep-government-pension-offset-gpo/">Windfall Elimination Provision (WEP) and Government Pension Offset (GPO)</a></p><br />
<p style="text-align: center;"><a href="https://rebelfinancial.com/rollover-your-university-account-to-rf/#1564676470285-ff9dd9f9-7e07">How To Rollover Your Account</a></p>[/text_block]

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Watch our webinar on the 2020 changes for Ohio University

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[text_block style="style_1.png" align="left"]<h2 style="text-align: center;"><span style="color: #000000;">Watch our webinar on the 2020 changes for Ohio University</span></h2>[/text_block]

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Schedule a Consultation

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