CCCCD Authorized ORP (Optional Retirement Program) Vendors

 

AIG VALIC

14643 Dallas Parkway, Suite #775

Dallas, TX  75254-8839
Mark Heck
Phone: 972.977.1030

Fax: 972.490.1773
Mark_Heck@aigvalic.com

AMERICAN FUNDS DISTRIBUTORS, INC.

5700 Tennyson Pkwy., Ste. 650
Plano, TX 75024

Ron Johnson www.fc.smithbarney.com/ronaldjohnson

Smith Barney

(972) 943-7214 or (800) 965-8207

Fax (972) 943-7299

ronald.g.johnson@smithbarney.com

CHASE (formerly ZURICH KEMPER)

c/o K.W. Gutshall & Associates

P.O. Box 251606

Plano, TX 75025-1510

Damian J. Caruso
(972) 359-1827 or mobile (972) 814-7874

fax 972-359-1828

damian.caruso@comcast.net

 

ING FINANCIAL ADVISORS (formerly AETNA)

15455 Dallas Pkwy., Ste. 1250
Addison, TX 75001-6760
Brenda G. Forcht
(972) 643-6337 / fax (972) 424-3753
brenda.forcht@ingfa.com

 

ISC GROUP/MID-ATLANTIC TRUST CO. (MATC)

3100 Monticello, Ste. 800
Dallas, TX 75205
(800) 888-3520 or (214) 520-1115

LINCOLN NATIONAL

14911 Quorum Drive
Dallas, TX 75240

Glenn Ferrell, CFP
(972) 361-3895
tgferrell@LNC.com

METLIFE LIFE & ANNUITY CO. OF CONNECTICUT
(formerly Travelers)

2745 N. Dallas Pkwy., Ste. 130

Plano, TX 75093

Chuck Mulkey
(800) 236-8489 or (214) 395-7480 / fax (972) 378-3209
cmulkey@metlife.com

 

METLIFE RESOURCES

Chuck Mulkey

Financial Services Representative

2745 N. Dallas Pkwy. Ste. 130

Plano, TX 75093

(800) 236-8489 or (214) 395-7480

cmulkey@metlife.com

NATIONWIDE INS. RBC DAIN RAUSCHER INC.
4965 Preston Park Blvd., Ste. 300

Plano, TX 75093
Charles "Andy" Evans
(972) 612-2925
andy.evans@rbcdain.com

RSGROUP TRUST COMPANY (QUADS)
1394 Forest Creek Drive
Lewisville, TX  75067

Agent: Tom Anderson
(972) 420-7686

SECURITY BENEFIT LIFE

c/o K.W. Gutshall & Associates

P.O. Box 251606
Plano, TX 75025-1510
Damian J. Caruso
(972) 359-1827 or mobile (972) 814-7874

fax (972) 359-1828

damian.caruso@comcast.net

SMITH BARNEY MUTUAL FUNDS (PRIMERICA FINANCIAL SERVICES)

13111 N. Central Expwy., #500
Dallas, TX 75243
Jim Giunta
(214) 378-8700 / fax (214) 378-9900

TIAA-CREF

5215 N. O'Connor, Ste. 350
Las Colinas, TX 75039
(800) 842-2006

USAA ANNUITY & LIFE INS.

USAA Building
9800 Fredericksburg Rd.
San Antonio, TX 78288-0001
(800) 531-8000

 

 

ORP Chapter 25 Rules and Regulations require that the employer notify you which ORP companies are unable to receive ORP funds by Electronic Funds Transfer (EFT).  These companies, including currently non-employer-authorized but previously authorized or employee-transferred/grandfathered companies, are:

American Funds

T. Rowe Price

07-2007