ALVIN COMMUNITY COLLEGE
AUTHORIZED INVESTMENT PROVIDERS 2018-19
ASPire Financial Services Customer Service: 1-866-634-5873
www.aspire403b.com Ext 2 for ORP 403(b) Department
*Custodial Mutual Funds with one Fixed Annuity Option
Local Affiliate: Bill Nelson, Financial Advisor
Edward D Jones bill[email protected]
www.edwardjones.com 281.388.0616
Edward Jones
1601 South Gordon
Alvin, TX 77511
American Century Investments Customer Service: 1-800-345-3533
www.americancentury.com
www.americancentury.com/enroll
*No-Load Mutual Funds
AXA Equitable Life Insurance Company Customer Service: 1-866-487-7484
Houston Branch
3200 Southwest Freeway, Suite 1800
Houston, TX 77027
713-621-7900
www.axa-advisors.com
*Full-Service Annuity Only
Fidelity Investments Customer Service: 1-800-343-0860
*No-Load Mutual Funds
[Any of the Customer Service Representative can assist]
Local Affiliate: Daniel Matlock
800.248.4213 X 3154
ING Life Insurance & Annuity Company Customer Service: 1-888-422-3862
151 Farmington Avenue
Hartford, CT 06156 Local Affiliate: Alicia Ten Eyck
www.ing.us alicia.teneyck@ingfp.com
*Full-Service Annuity Only
713-459-4112
2900 North Loop West, Ste 180
Houston, TX 77092
MetLife Resources Customer Service: 1-800-560-5001
*Custodial Mutual Funds
Pentegra Retirement Services Customer Service: 1-800-433-4422
1394 Forest Creek Drive
Lewisville, TX 75068
Local Affiliate John Hudson
Dearborn & Creggs [email protected]
*Custodial Mutual Funds
77 Sugar Creek Center Blvd, Ste 590 281-277-6400 (Office)
Sugar Land, TX 77478 281-277-1616 (Fax)
Authorized Investment Providers of 403(b) / 403(b)(7) / 457 Plan Accounts (ORP & TDA)
ORP-TDA 2018-19 (11/01/2018)
ALVIN COMMUNITY COLLEGE
AUTHORIZED INVESTMENT PROVIDERS 2018-19
Authorized Investment Providers of 403(b) / 403(b)(7) / 457 Plan Accounts (ORP & TDA)
Security Benefit Group Customer Service: 1-800-888-2461
www.securitybenefit.com Company Representative Jorge Martinez
*Custodial Mutual Fund and Stable Value
Regional VP
Local Affiliates: Aaron Thomas
Cambridge Investment Research [email protected]
Houston Branch Jill Thomas, CFP
11511 Katy Freeway, Ste 530 [email protected]
Houston, TX 77079 832-781-8194 (Office)
281-929-0554 (Fax)
TIAA-CREF Customer Service: 1-800-842-2888
www.tiaa-cref.org
*No-Load (Annuity and Mutual Funds)
Local Affiliate: Debra Rosenthal-Ritter, CFP
(ORP Accounts Only)
RosRit Financial Group, LLC debra@rosritfinancialgroup.com
7316 Pine Drive
Alvin, TX 77511 281-393-2056 (Office)
281-393-2057 (Fax)
VALIC / AIG Retirement Services Customer Service: 1-800-448-2542
www.VALIC.com
*Full-Service Annuity and Mutual Funds
Local Affiliate: Michael Brown
VALIC Financial Advisors, Inc. michael[email protected]
2929 Allen Parkway RP-01 409-739-8716
Houston, TX 77019
All Authorized Investment Providers listed have entered into information sharing agreements with the plan sponsor.
The companies listed above are currently authorized under administrative guidelines to establish 403(b)/403(b)(7) accounts
for the employees of Alvin Community College.
This list does not reflect any opinion as to the financial strength or quality of product or service for any company.
Employees should contact a local representative to obtain specific information on plans available.
Visit TSA Consulting Group, Retirement Plan Compliance & Administration Services,
at www.tsacg.com for additional information.
ORP-TDA 2018-19 (11/01/2018)
