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Collin College Authorized Optional Retirement Program (ORP) Provider List

The third-party administrator for the Collin College ORP plan TSA Consulting.

 

Contact the representatives of any of the following organizations. These representatives are also ready to help advise you on how to select the appropriate plan for you.

Once you have selected a company and opened your ORP account you will need to submit a Salary Reduction Agreement advising us of the company you have chosen.

 

If you wish to change your financial provider (contract exchange), you will need to submit an updated Salary Reduction Agreement to let us know of the change.

Please submit completed agreements to benefits@collin.edu.

 

Company Agent Telephone Address City/State/Zip Experience

COREBRIDGE FINANCIAL

 

Bentley Craft

Luke Logan

972.567.8115
bentley.craft@corebridgefinancial.com

469.271.0179
caleb.logan@aig.com

2745 Dallas Parkway, Suite 480 Plano, TX 75093  
           
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


7800 Preston Road, Suite 121

1309 Montana Ave

Plano, TX  75024

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
7800 Preston Road, Suite 121 Plano, TX 75024 Mr. Caruso holds series 6, 63, and 65 licenses.
           
LINCOLN FINANCIAL GROUP Maya Katzman, CFP 972-361.3846 15455 Dallas Pkwy, Ste 1200 Addison, TX  75001  
           
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 2600 N. Dallas Parkway, Suite 520 Frisco, Texas 75034 Mr. Heck has over 20 years of experience and holds Series 6, 66, and 7 licenses.  He is also a Registered Investment Advisor.
           
TIAA   800.842.2888      
           
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.