Approved ORP/TDA Vendors

Company NamePhone NumberORPTDARoth TDAMutual FundAnnuity
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.

AIG Retirement Services (formerly VALIC)

Spanish
Advisor list
(800) 448-2542
(979) 776-2656
XXXX

Fidelity Investments

Consultant list
(800) 343-0860XXXX

Voya (formerly ING)

Advisor list
(888) 311-9488XXXXX

Lincoln Financial Group

Advisor list
(800) 234-3500 Alliance
(800) 454-6265 Multi-Fund
XXXXX

Pentegra

Microsite
(866) 633-4015XXXX

TIAA

Spanish
Advisor list
(800) 842-2776XXXXX

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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.