Adoption Resources

Quickly and easily explain Ohio Deferred Compensation (Ohio DC) to your new employees during orientation. If you choose to use the materials below during your new employee benefits presentation, we hope you find them helpful. Please let us know if there is any way we can be of further assistance.

• Ohio DC Roth 457 Option​
• OBG Guide
• Adoption Agreement

Have Our Field Account Executives Give Presentations

If you would prefer to have one of our Field Account Executives present the Ohio DC program to your employees, an Account Executive can visit your worksite at a time that’s convenient for you and your employees. We will provide the materials and come during lunch, after work, or whatever time is good for you and your employees. Field Account Executives can present seminars to help employers and public employees learn more about Ohio DC, its services, and to enroll participants. Licensed by the Financial Industry Regulatory Authority (FINRA), Field Account Executives provide education on the following:

• Investing
• Personal finance
• Retirement issues
• Understanding investment options

The Ohio Business Gateway (OBG)

The Ohio Business Gateway is Ohio's one-stop online shop for business tax filing, designed to streamline the relationship between commerce and government. It provides tools that make it easier for any organization to file and pay employer withholding. If you would like to learn more about how to use the OBG to file and pay your employees Ohio DC contributions, see our OBG Guide.  

Contact your Field Account Executive to set up a visit today! To schedule a worksite visit, call our Service Center at 877-644-6457.