Collin College Authorized Optional Retirement Program (ORP) Provider 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.

Company Agent Telephone Address City/State/Zip Experience
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.
           
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
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 14911 Quorum Drive Dallas, TX  75240 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
214-395-7480

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 2740 Farmers Branch Lane Farmers Branch, TX  75234 Mr. Heck has several years of experience and holds Series 6, 66, and 7 licenses.  He is also a Registered Investment Advisor.
           
VALIC

Kevin Konkal

Bentley Craft

512-831-2112

972-567-8115

kevin.konkal@valic.com

bentley.craft@valic.com

   
           
VOYA

Ms. Brenda G. Forcht

 


Lisa Emmons


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.

           
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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