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Approved Miami Retirement Vendors

Miami University has approved the following vendors to offer the Alternative Retirement Plan and Supplemental Retirement Plans.

Vendors

Equitable (formerly AXA)

Carol Rodgers-Rivir, 859-630-2226, Carol.rodgers@equitable.com

To Schedule an Appointment with Carol: Carol's calendar link
(please allow at least a 4-hour window before your appointment)

Website:   www.equitable.com

TIAA

Connor Louis,Financial Consultant | Retirement Solutions, 513-263-2816, Connor.Louis@tiaa.org

To Schedule an Appointment with Connor: Connor's direct appointment scheduling link

Website: www.tiaa.org

Corebridge Financial (formerly AIG Retirement Services)

Carrie Cummings, Financial Advisor, (614) 436-4551 (office), (937) 542-2936 (cell), carrie.cummings@corebridgefinancial.com

Voya Financial Advisors

Matt Carter, 513-651-5224 x4025480, matthew.carter@voyafa.com,

To Schedule an Appointment with Matt: Schedule an appointment with Matt

Derek Stiles, 937-353-5472, 800-451-4702 x4025472, derek.stiles@voyafa.com

Tina M. Hohl (clients who formerly worked with Jeff Rankin before his retirement), 937-353-5495

Schedule an appt. with Tina here.

Website:  www.voya.com

 Voya Learn, Live and On-Demand Sessions

Ohio Deferred Compensation (457 Plan)

Tom Bugher, CRC, ChFC, 513-829-6499, main office: 877-644-6457

Website: https://www.ohio457.org/home

Our Mission

At Miami University, people are core to our mission. Guided by our values of Love and Honor, we are dedicated to cultivating strategic partnerships and fostering a supportive and engaged community where employees are inspired to thrive, pursue knowledge, and work with purpose. The Office of Human Resources Management stewards our human talent with an unwavering commitment to excellence, contributing to our enduring legacy of leadership and service.