Retirement Planning Specialists will be available to meet with your employees in selected cities May-June. Your employees must make an appointment for this service.Learn more here.
Professor Penny Discusses: Catch-up
Our fun and educational video series starring Professor Penny is back with a new installment. This time, she provides important information to any participant who might want to be contribute extra money before retiring by taking advantage of the Catch-up limits.Learn more here.
Deferred Compensation Terms
Financial Industry Regulatory Authority (FINRA) - Largest independent regulator for all securities firms doing business in the United States. FINRA's mission is to protect America's investors by making sure the securities industry operates fairly and honestly.Visit our website to learn more terms.
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Meet a Retirement Planning Specialist: Andrew Lawrie Meet Andrew.
Andrew Lawrie has 10 years of experience as a Retirement Planning Specialist and 16 years of experience with Ohio Deferred Compensation. Andrew is a Chartered Financial Consultant, Certified Retirement Counselor and holds a Series 7 FINRA license. He has a bachelor's degree from The Ohio State University. His favorite part of being a Retirement Planning Specialist is getting to know the participants and helping to equip each person with the tools they need to prepare for, and live in retirement. When he is not helping public employees with their retirement questions, Andrew enjoys spending time with his wife and three children.