The following companies are authorized to enroll ACC employees in the 403(b) Tax Sheltered Annuity (TSA) Plan, Roth 403(b) Plan, 457 Deferred Compensation Plan and/or the Optional Retirement Program (ORP).
Ameriprise Financial http://www.ameriprise.com Authorized for 403(b) & ORP |
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George Henry george.f.henry@ampf.com |
11675 Jollyville Rd., Suite 200 Austin, Texas 78759 |
512-231-0725 512-993-3443 |
Fidelity Investments* http://www.fidelity.com Authorized for: 403(b), Roth 403(b) & ORP |
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Customer Service | P.O. Box 770002 Cincinnati, Ohio 45277 |
800-343-0860 |
Christine Jasek christine.jasek@fmr.com |
1576 E. Southlake Blvd. Southlake, TX 76092 | 512-800-2958 |
Lincoln Financial Group* http://www.lfg.com Authorized for: 403(b), Roth 403(b) & ORP |
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Charles Davenport charles.davenport@lfg.com |
6104 Old Fredericksburg Rd. P.O. Box 91585 Austin, Texas 78709 |
512-891-9565 512-705-7023 |
Security Benefit Group* http://www.securitybenefit.com Authorized for 403(b), Roth 403(b), & ORP |
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Pamela Booton pbooton@domiinvestors.com |
825 West 11th St., Suite #114 Austin, Texas 78701 |
512-473-6046 512-468-7597 |
Chris Wilbratte chris@echelon-financial.com |
7004 Bee Cave Rd, Suite #210 Austin, TX 78746 |
512-381-4500 |
Nicole Wyskup Hoekstra nhoekstra@sagepointadvisor.com |
9412-A East Hwy 71 Spicewood, Texas 78669 |
512-850-2722 |
TIAA* www.tiaa.org/austincc Authorized for 403(b), Roth 403(b), 457 & ORP |
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Customer Service | 6850 Austin Center Blvd., Suite 230 Austin, Texas 78731 |
800-842-2252 |
Armando Hernandez ahernandez2@tiaa.org |
6850 Austin Center Blvd., Suite 230 Austin, Texas 78731 |
512-795-7007 |
USAA Annuity & Life Insurance Company http://www.usaa.com Authorized for 403(b) & ORP |
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Melanie McComas Patricia Gallegos |
Attn: 403(b) Department P.O. Box 659453 San Antonio, Texas 78265 |
800-531-8292, ext. 2 |
AIG Retirement Services (VALIC)* http://www.valic.com Authorized for 403(b), Roth 403(b), 457 & ORP |
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Donald Franzen donald.franzen@valic.com |
3737 Executive Center Dr. Suite 111 Austin, Texas 78731 |
512-656-1103 512-231-0225 |
Kim Wilder kim.wilder@valic.com |
3737 Executive Center Dr. Suite 111 Austin, Texas 78731 | 512-289-4139 |
Ben Bowman Ben.Bowman@valic.com |
3737 Executive Center Dr. Suite 111 Austin, Texas 78731 | 512-417-4897 |
Voya Financial Advisors* http://www.voya.com Authorized for: 403(b), Roth 403(b), 457 & ORP |
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Alan J. Brubaker a.brubaker@voyafa.com |
2217 N MacGregor Way Houston, Texas 77004 |
832-581-3881 |
G. Frank Rogers gilman.rogers@voyafa.com Cassandra R Davenport cassi.davenport@voyafa.com |
7000 N. Mopac Expressway Suite 200 Austin, Texas 78731 |
512-794-1373 512-794-1373 |
* Accepts Roth 403(b) contributions. |