Retirement
All Montgomery County employees contribute to and participate in OPERS. Montgomery County employees do not contribute to Social Security; however, all employees do contribute to Medicare via a payroll tax rate of 1.45%. Montgomery County matches this 1.45% for Medicare. An OPERS pension benefit could reduce future Social Security benefits to which you may become entitled.
Retirement contribution rates are shared by employees and Montgomery County and are currently:
Employer = 14%
Employee = 10%
277 E. Town Street
Columbus, OH 43215
Phone: (800) 222-7377
Email: [email protected] (general, non-account specific questions)
Resources:
OPERS Website
OPERS New Hire Orientation Registration
New to OPERS
Member Handbook
Financial Wellness
Ready to Retire?
Forms & Documents
Member Education
How to Select Your OPERS Retirement Plan - Video
How to Select Your OPERS Retirement Plan - Handout
The Ohio Deferred Compensation plan is a voluntary supplemental retirement program that provides for the deferral of a specified amount of your salary for long-term investment.
Ohio Public Employees Deferred Compensation Program
257 East Town Street, Suite 457
Columbus, OH 43215-4626
Phone: (877) 644-6457
Fax: (614) 728-2601
Contact: Steve Schmittauer, CRC | Account Executive
Email: [email protected]
Phone: 937-284-1212
Eligibility: All active full-time and part-time benefits eligible Montgomery County Board of County Commissioners Employees and Montgomery County Elected Officials
When Can Participation Begin: Anytime as an active employee
Resources:
Ohio Deferred Compensation Website
Resources
Calculators
FAQs
Forms
Schedule a Virtual Meeting with Steve Schmittauer, Account Executive
Roth FAQs - Ohio 457
The Ohio County Employees Retirement Plan is a voluntary supplemental retirement program that provides for the deferral of a specified amount of your salary for long-term investment.
209 East State Street
Columbus, OH 43215-4309
Phone: (888) 757-1904
Fax: (614) 221-6986
Meet your dedicated and local representative for your Ohio County Employees Retirement Plan (OCERP)
Matt Hambrick, ALHC, ChFC
Retirement Plan Advisor
[email protected]
Mobile: tel: 380-239-7768
Your Retirement Plan Advisor is available to provide you one-on-one counseling with personalized account services at no cost to you, such as:
- Enrollment
- Contributions
- Retirement readiness
- Investment choices
- Account review
- Comparison of retirement plans
- Rollovers - Consider all your options and their features and fees before moving money between accounts.
Your local Retirement Plan Advisor is a salaried professional with one goal: to help prepare you for retirement.
Meeting your retirement goals can start with your local retirement plan advisor! To set up a one-on-one appointment or to find out about upcoming retirement planning seminars, contact Matt at 380-239-7768 or Schedule a Virtual Appointment.
Eligibility: All active full-time and part-time benefits eligible Montgomery County Board of County Commissioners Employees and Montgomery County Elected Officials
When Can Participation Begin: Anytime as an active employee
Resources:
Register for OCERP Webinar
OCERP Website
OCERP Online Enrollment Instructions
Plan Highlights
Empower Learning Center
OCERP Financial Wellness Resources
Personalized Experience
Benefits of Enrolling
Ready to Retire?
Have questions about Medicare or Social Security?
See retirement resources below.
Webinars:
Ready to Retire Pension Webinar
Ready to Retire Health Care, Pre-Medicare Webinar
Ready to Retire Health Care, Medicare Webinar
Medicare Webinars - Answers To Your Questions | RetireMed®
Resources:
RetireMed website
Turning 65 & Medicare - RetireMed
RetireMed HSA Flyer