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Collin Invests Enhanced Retirement Plan

"Collin Invests" Enhanced Retirement Savings Plan

The College's sole provider 403b plan is through Corebridge Financial, formerly AIG Retirement Services.

If you have one of the following transactions that needs to be processed, please click here for more information on using Retirement Manager.

  • All Corebridge Accounts - in-service distributions, loans, hardships
  • Legacy Accounts (money kept with old investment provider) - loans, hardships

For all legacy accounts, if you have a distribution (in-service or upon separation of service), please contact HR/Benefits at (972) 599 - 3152 or email to benefits@collin.edu.

Want to set an appointment  Financial/Retirement Planning Meeting with a Corebridge Advisor?

You can reach out to Advisors Bentley Craft and Dana Hodges using the contact information below.

Name Email Telephone
Bentley Craft     bentley.craft@corebridgefinancial.com          (972) 567-8115
Dana Hodges dana.hodges@corebridgefinancial.com (903) 747-0887

To set an appointment with an advisor click on their name above to see their calendars!

Should you need assistance using your Corebridge online account, you may reach out to your advisor or call the Corebridge Financial Customer Service Center at (800) 448 - 2452.

Not Currently Participating?

You will need to contribute in order to receive the employer match of up to 3% of your base salary.

You can enroll online at www.corebridgefinancial.com/rs or you can arrange a meeting with Bentley or Dana to complete your enrollment.

2022 Universal Availability Notice

How to Enroll

Corebridge offers easy enrollment for employees that feel confident in managing their own invests. You can also arrange for a visit with one of the Corebridge Financial Advisors, Bentley or Dana, if you want guidance.

The Plan Codes for the Collin Invests Enhanced Retirement Savings Plan are as follows:

  • Full-time employees please use: 40521003.
  • Part-time employees please use: 40521002.

Currently participating in the TexaSaver 457 plan?

The 403b does not reduce your contributions into the TexaSaver account. You will not be able to roll your funds into the new Corebridge account unless you meet the following criteria:

  • You are at least 59 1/2 years of age
  • You are taking a required minimum distribution (per the IRS; must also be at least 72 years of age)
  • You have not been contributing for a period of at least two years and have a balance of less than $5,000 (de minimus)

For more information, please reach out to TexaSaver by calling them at (800) 634-5091 or visiting www.texasaver.com.

Part-Time?

Part-time employees are able to enroll in the Collin Invests Enhanced Retirement Savings Program, but are not eligible for the employer match. Your enrollment code is 40521002.

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