Collin College Authorized Tax Deferred Account (TDA) Provider List
(Effective through August 31, 2019)
Contact the representatives of any of the following organizations or visit the website for help in establishing your TDA or sometimes referred to as Tax Sheltered Accounts (TSA) investment. These representatives are also ready to help advise you on how to select the appropriate plan for you.
| Company | Agent | Telephone | Address | City/State/Zip | Experience |
| 800-345-3533 | |||||
| 800-249-6269 | |||||
| 800-231-0801 | |||||
|
ANNUITY INVESTORS LIFE INSURANCE (AILIC, subsidiary of Great American) |
800-438-3398 | ||||
| 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 972-814-7874 915-778-9508 |
P. O. Box 251606 1309 Montana Ave. |
Plano, TX 75025-1510 El Paso, TX 79902 |
Mr. Caruso holds series 6, 63, and 65 licenses. |
| 800-648-8624 | |||||
| 800-423-4026 | |||||
| 800.721.5391 | |||||
| 800-530-2432 | |||||
| 561-472-2700 | |||||
| 800-999-1030 | |||||
| ISC GROUP / MATC | Mr. Hank Henderson | 972.343.0072 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. |
| 866-667-0561 | |||||
| 800-749-4221 | |||||
| 800-906-3310 | |||||
| LINCOLN INVESTMENT PLANNING | Mr. Damian Caruso | 972.359.1827 972.814.7874 |
P. O. Box 251606 | Plano, TX 75025-1510 | Mr. Caruso holds series 6, 63, and 65 licenses. |
| LINCOLN NATIONAL | Mr. Glenn Ferrell, CFP.CRPC | 972.361.3895 | 15455 Dallas Parkway, Suite 1200 | Addison, TX 75001 |
Mr. Ferrell has over 25 years experience and holds Series 7 and 63 licenses. He is also an Investment Advisor Representative. |
| METLIFE RESOURCES | Mr. Chuck Mulkey |
972-246-1857 Fax: 855.788.6804 |
Two Galleria Tower, 13455 Noel Road, 20th Floor | Dallas, TX 75240 | Chuck has over 20 years experience and holds Series 6 & 63 licenses. |
| 877-586-0240 | |||||
| 800-447-9811 | |||||
| 800-710-7945 | |||||
| 866-322-7065 | |||||
| 800-225-5677 | |||||
| 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 |
|
| 800-874-6910 | |||||
| 800-662-0019 | |||||
| 800-862-7919 | |||||
| 800-820-0888 | |||||
| SECURITY BENEFIT LIFE | Mr. Mark Heck | 972.977.1030 | 5908 Sandhills Circle | Plano, Texas 75096 | Mr. Heck has several years of experience and holds Series 6, 66, and 7 licenses. He is also a Registered Investment Advisor. |
| 800-796-3872 | |||||
| 800-847-4836 | |||||
| TIAA-CREF | Mr. Tony Rhee Wealth Management Advisor |
214.626.8005 Fax: 214.488.3214 |
2850 Lake Vista Drive, Suite #110 | Lewisville, TX 75067 | |
| 800-317-2688 | |||||
| 800-531-8292 | |||||
| VALIC |
|
512-832-2112
972-567-8115 |
kevin.konkal@valic.com
bentley.craft@valic.com |
||
| 800-962-5068 | |||||
| VOYA |
|
972.643.6337
972.643.6316 |
14643 Dallas Pkwy, Suite 650 |
Dallas, Texas 75254 |
Ms. Forcht has over 20 years' experience and is a Registered Representative with Financial
Advisors.
Ms. Emmons is a Certified Financial Planner with over 15 years' experience. |
| 800-923-3355 | |||||
| 800-424-4990 | |||||
| NOTICE: The final 403(b) regulations, the ORP is a 403(b) plan, released by the IRS on July 26, 2007 requires that effective September 25, 2007 that transfers of investments for active participants be limited to authorized companies with which the college holds an Information Sharing Agreement (ISA). These companies meet those requirements and are the only companies between which active participants can transfer money without suffering severe tax consequences. | |||||