Collin College Authorized Optional Retirement Program (ORP) Provider List
The third-party administrator for the Collin College ORP plan TSA Consulting.
Contact the representatives of any of the following organizations. These representatives are also ready to help advise you on how to select the appropriate plan for you.
Once you have selected a company and opened your ORP account you will need to submit a Salary Reduction Agreement advising us of the company you have chosen.
If you wish to change your financial provider (contract exchange), you will need to submit an updated Salary Reduction Agreement to let us know of the change.
Please submit completed agreements to benefits@collin.edu.
| Company | Agent | Telephone | Address | City/State/Zip | Experience |
|
COREBRIDGE FINANCIAL
|
Bentley Craft Luke Logan |
972.567.8115 469.271.0179 |
2745 Dallas Parkway, Suite 480 | Plano, TX 75093 | |
| AXA EQUITABLE | Amine Rizk, CFP Divisional VP | 972.455.9069 | 12377 Merit Drive, #1500 | Dallas, TX 75251 | Mr. Rizk has over 10 years experience and is an Investment Advisor Representative and Certified Financial Planner. Amine holds a Group I license, as well as the series 7, 66, and 24 licenses. |
| COMMONWEALTH ANNUITY & LIFE | Mr. Damian Caruso Anthony Morris |
972.359.1827
|
7800 Preston Road, Suite 121 1309 Montana Ave |
Plano, TX 75024 El Paso, TX 79902 |
Mr. Caruso holds series 6, 63, and 65 licenses. |
| ISC GROUP / MATC | Mr. Hank Henderson | 972.342.0072 214.520.1115 |
3500 Oaklawn Avenue, Ste. 400 | Dallas, TX 75219 | Mr. Henderson has 15 years financial experience, holds Series 6, 63, 65 licenses and a Texas Group I Life and Health license. He is also a Registered Investment Advisor. |
| LINCOLN INVESTMENT PLANNING | Mr. Damian Caruso | 972.359.1827 972.814.7874 |
7800 Preston Road, Suite 121 | Plano, TX 75024 | Mr. Caruso holds series 6, 63, and 65 licenses. |
| LINCOLN FINANCIAL GROUP | Maya Katzman, CFP | 972-361.3846 | 15455 Dallas Pkwy, Ste 1200 | Addison, TX 75001 | |
| METLIFE RESOURCES | Mr. Chuck Mulkey |
972.246.1857 Fax: 855.788.6804 |
Two Galleria Tower, 13455 Noel Road, 20th Floor | Dallas, TX 75240 | Mr. Mulkey has over 20 years experience and holds Series 6 & 63 licenses. |
| PENTEGRA RETIREMENT SERVICES | Mr. James Shirey, CFP Mr. Bruce Lanahan |
972.386.4281, ext. 107 214.647.1734 |
13760 Noel Rd., #335 LB 30 8411 Preston Road, #104 |
Dallas, TX 75240 Dallas, TX 75225 |
|
| SECURITY BENEFIT LIFE | Mr. Mark Heck | 972.977.1030 | 2600 N. Dallas Parkway, Suite 520 | Frisco, Texas 75034 | Mr. Heck has over 20 years of experience and holds Series 6, 66, and 7 licenses. He is also a Registered Investment Advisor. |
| TIAA | 800.842.2888 | ||||
| VOYA |
|
972.643.6337
972.643.6316 |
14643 Dallas Pkwy, Ste. 650 |
Dallas, TX 75254 |
Ms. Forcht has over 20 years experience and is a Registered Representative with VOYA Financial Advisors.
Ms. Emmons is a Certified Planner with over 15 years experience. |