OUCU Investment Services, available through LPL Financial LLC (“LPL”), has helped hundreds of OHIO faculty and staff navigate their university retirement planning. From new hire to your last day and beyond, we’re here every step of the way.
Through Voya Retirement Insurance and Annuity Company, we are an approved provider of
- 401(a) Alternative Retirement Plans (ARP)
- 403(b) Plans
- 457 Deferred Compensation Plans
New Employees
Your OHIO retirement decision is a big choice. There’s a lot to consider, and your final deadline is 120 days after you start your new position.
Our LPL advisors can help you understand whether the traditional pension system or Alternative Retirement Plan (ARP) is right for you.
Schedule a no-cost, no-obligation consultation.
Current Employees
The road to retirement is full of twists and turns. Choose an advisor who understands the unique circumstances of OHIO employees.
Our LPL advisors can review your situation to make sure you’re on track and help you make adjustments so that you can get where you want to go.
Schedule a no-cost, no-obligation consultation.
Retirees
The transition from getting a paycheck to generating retirement income can be stressful—especially when you’ve got multiple accounts to manage.
Our LPL advisors can help you manage your assets so you can make the most of what you’ve saved.
Schedule a no-cost, no-obligation consultation.
Personal Retirement Readiness Blueprint Service
Are you close to retiring and need help navigating all the decisions you’ll need to make through this transition?
Our Personal Readiness Retirement Blueprint service is designed to help you make important decisions regarding your retirement income once you stop working.
Learn More about our Personal Readiness Retirement Blueprint
