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OUCU Investment Services, available through LPL Financial LLC (“LPL”), has helped hundreds of OHIO faculty and staff navigate their university retirement planning. From new hire to your last day and beyond, we’re here every step of the way.

Through Voya Retirement Insurance and Annuity Company, we are an approved provider of

  • 401(a) Alternative Retirement Plans (ARP)
  • 403(b) Plans
  • 457 Deferred Compensation Plans



New Employees

Your OHIO retirement decision is a big choice. There’s a lot to consider, and your final deadline is 120 days after you start your new position.
Our LPL advisors can help you understand whether the traditional pension system or Alternative Retirement Plan (ARP) is right for you.
Schedule a no-cost, no-obligation consultation.

Book an appointment



Current Employees

The road to retirement is full of twists and turns. Choose an advisor who understands the unique circumstances of OHIO employees.
Our LPL advisors can review your situation to make sure you’re on track and help you make adjustments so that you can get where you want to go.
Schedule a no-cost, no-obligation consultation.

Book an appointment




The transition from getting a paycheck to generating retirement income can be stressful—especially when you’ve got multiple accounts to manage.
Our LPL advisors can help you manage your assets so you can make the most of what you’ve saved.
Schedule a no-cost, no-obligation consultation.

Book an appointment



Personal Retirement Readiness Blueprint Service

Are you close to retiring and need help navigating all the decisions you’ll need to make through this transition?
Our Personal Readiness Retirement Blueprint service is designed to help you make important decisions regarding your retirement income once you stop working.
Learn More about our Personal Readiness Retirement Blueprint





The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. OUCU Financial and OUCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using OUCU Investment Services, and may also be employees of OUCU Financial. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, OUCU Financial or OUCU Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed  Not Credit Union Deposits or Obligations     May Lose Value
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