ORP/TDA Approved Vendors
Approved ORP/TDA Vendors
| Company Name | Phone Number | ORP | TDA | Mutual Fund | Annuity |
|---|---|---|---|---|---|
AIG Retirement Services (formerly VALIC)SpanishAdvisor list | (800) 448-2542 (979) 776-2656 | X | X | X | |
Fidelity InvestmentsConsultant list | (800) 343-0860 | X | X | X | |
Voya (formerly ING)Advisor list | (800) 584-6001 | X | X | X | X |
Lincoln Financial GroupAdvisor list | (800) 234-3500 Alliance (800) 454-6265 Multi-Fund | X | X | X | X |
PentegraAdvisor List | (866) 633-4015 (914) 821-9580 | X | X | X | |
TIAASpanishAdvisor list | (800) 842-2776 | X | X | X | X |
| Participation in the Optional Retirement Program (ORP) and in the Tax-Deferred Account (TDA) Program entails certain responsibilities for the participant, including selection and monitoring of the vendor and individual investments. The Texas A&M University System has no fiduciary responsibility for the financial stability of the ORP/TDA vendor or the market value of individual investments chosen by the participant. | |||||
PARTICIPATION IN THE OPTIONAL RETIREMENT PROGRAM (ORP) AND IN THE TAX-DEFERRED ACCOUNT (TDA) PROGRAM ENTAILS CERTAIN RESPONSIBILITIES FOR THE PARTICIPANT, INCLUDING SELECTION AND MONITORING OF THE VENDOR AND INDIVIDUAL INVESTMENTS. THE TEXAS A&M UNIVERSITY SYSTEM HAS NO FIDUCIARY RESPONSIBILITY FOR THE FINANCIAL STABILITY OF THE ORP/TDA VENDOR OR THE MARKET VALUE OF INDIVIDUAL INVESTMENTS CHOSEN BY THE PARTICIPANT.