BENEFITS
 

Collin College Authorized Tax Deferred Accounts (TDA) Providers List

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.

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, 63, and 65 licenses.
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.
ISC GROUP / MATC 3100 Monticello, Ste. 800 Dallas, TX 75205 972.343.0072 or 214.520.1115 Hank Henderson	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, 63, and 65 licenses.
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 5400 LBJ Fwy, #1285 Dallas, TX 75240 800.236.8489 or 214.395.7480 Chuck Mulkey Chuck holds Series 6 & 63 licenses with 14 years experience.
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 4965 Preston Park #300 Plano, TX 75093 972.612.2925 Andy Evans, email address: andy.evans@rbc.com Andy has 20 years of experience as a Financial Consultant in Plano and is a Vice President at RBC Wealth Management where he holds his Series 7, 63, and 65 licenses.
VALIC* 14643 Dallas Parkway, Suite #775 Dallas, TX  75254-8839 972.383.7200 Mark Heck Mr. Heck has six years experience and holds Series 6, 66, and 7 licenses.  He is also a Registered Investment Advisor. *formerly AIG Retirement	NOTICE:  The final 403(b) regulations 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.