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Collin
College Authorized ORP (Optional Retirement Program) Vendors List
Contact
the representatives of any of the following organizations or visit the
website for help in establishing your ORP investment. These
representatives are also ready to help advise you on how to select the
appropriate plan for you.
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AXA
EQUITABLE
12377 Merit Drive, #1500
Dallas, TX 75251
972.455.9090
Amine Rizk, CFP
or Jonathan Kirby
Mr.
Kirby holds Series 7, 24, and 66 licenses. |
COMMONWEALTH ANNUITY & LIFE
P.
O. Box 251606
Plano, TX 75025-1510
972.359.1827 or Mobile 972.814.7874
Damian Caruso
Mr.
Caruso holds series 6, 62, and 65 licenses. |
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FTJ FundChoice, LLC
1701
Southwest Parkway, #104
College Station, TX 77840
979.764.6450 or 866.164.5140
Tracy Melder or
Stephen Reitz
Ms.
Melder is a Certified Financial Planner (CFP) with over 13 years
experience and holds Series 7, 63, 65, and 24 licenses and is a
registered Investment Advisor Representative. |
ING FINANCIAL ADVISORS
15455 Dallas Pkwy., Ste. 1250
Addison, TX 75001-6760
972.643.6337
Brenda G. Forcht or Victor Makinde
Ms. Forcht has 15 years experience
and is a registered Financial Advisor. |
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ISC GROUP / MATC
3100 Monticello, Ste. 800
Dallas, TX 75205
972.343.0072 or 214.520.1115
Hank Henderson
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LINCOLN
INVESTMENT PLANNING
P.
O. Box 251606
Plano TX 75025-1510
972.359.1827 or Mobile 972.814.7874
Damian Caruso
Mr.
Caruso holds series 6, 62, and 65 licenses. |
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LINCOLN NATIONAL
14911 Quorum Drive
Dallas, TX 75240
972.361.3895
Glenn Ferrell
Glenn has over 25 years
experience and holds Series 6 and 63 licenses. He is also an
Investment Advisor Representative. |
METLIFE RESOURCES
2805 N. Dallas
Pkwy. Ste. 215
Plano, TX 75093
800.236.8489 or 214.395.7480
Chuck Mulkey
Chuck holds Series 6 & 63 licenses with 14 years experience. |
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Pentegra Retirement Services*
13760 Noel Road, #330 B, LB
Dallas, TX 75240
972.596.7776 or (c) 817.946.3977
James Shirey
James has 26 years experience and
holds Series 6, 63, and 65 licenses.
*formerly RSG Trust Company |
SECURITY BENEFIT LIFE
P.O. Box 251606
Plano, TX 75025-1510
972.359.1827 or Mobile 972.814.7874
Andy Evans
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VALIC
14643 Dallas Parkway, #775
Dallas, TX 75254-8839
972.383.7200
Mark Heck
Mark has six years experience and
holds Series 6, 66, and 7 licenses. He is also a registered Investment
Advisor. |
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. |
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