While employed by OU retirement contributions must be directed to one of the state retirement plans:
Alternative Retirement Plan (ARP)
Ohio Public Employees Retirement System (OPERS)
State Teacher Retirement System (STRS)
We believe in our clients fully understanding all their options. We will help you choose the one that best fits your savings goals.
Currently, OU does not have 3rd Party Fee Billing so our alternative fee schedule applies to any/all ARP/403b/457b accounts, which our clients pay us via Paypal. Also, if you hold other IRA or after-tax accounts with us our general fee schedule would apply.
*About 43% savings!
*Plus, there are no surrender charges because there are no commissions.
*Plus, you can fire us without changing plans or transferring funds. Again, there are no strings attached.
