| Texas State University-San Marcos | ||||
| Authorized Vendors as of 5/14/08 | ||||
| Optional Retirement Program & Tax Deferred Accounts | ||||
| AIG Retirement | Andrea Morton | Austin, TX | (512)431-3706 | andrea.morton@aigretirement.com |
| Donald B. Vinson | Austin, TX | (512)658-0971 | ||
| American Funds | William Shields | Austin, TX | (512)695-9959 | wshi143701@aol.com |
| Michael Murphy | Wimberley, TX | (800)206-9799 | Michael.Murphy@edwardjones.com | |
| Commonwealth Annuity | Kenneth Gutshall | Austin, TX | (512)291-5011 | kgutshall@lincolninvestment.com |
| Richard Gutshall | Austin, TX | (512)736-4237 | rgutshall@lincolninvestment.com | |
| Fidelity Investments | Michael Doner | San Antonio, TX | (210)854-1751 | michael.doner@fmr.com |
| *Great American Financial Resources | Bill F. Sinor | Kyle, TX | (512)262-8195 | bsinor@xofinancial.com |
|
Philip Danaher | Austin, TX | (512)743-1839 | cdanaher@xofinancial.com |
| *ING Life Insurance & Annuity Co | Matt Meyers | Austin, TX | (800)356-2175 | matt@mattmeyers.net |
| Michael Hostick | Austin, TX | (866)940-1800 | mhostick@swst.com | |
| *Lincoln Investment Planning, Inc | Kenneth Gutshall | Austin, TX | (512)291-5011 | kgutshall@lincolninvestment.com |
| Richard Gutshall | Austin, TX | (512)736-4237 | rgutshall@lincolninvestment.com | |
| *MetLife Resources | Stefani Price | Austin, TX | (512)219-9755 | sprice@metlife.com |
| Paul Mayhew | Austin, TX | (800)236-8489 | pmayhew@metlife.com | |
| Retirement Systems Group | Thomas Anderson | Lewisville, TX | (972)420-7686 | tanderson@rsgroup.com |
| Terry Roberts | Martindale, TX | (512)393-9965 | troberts@austin.rr.com | |
| Security Benefit | Richard Gutshall | Austin, TX | (512)736-4237 | kgutshall@lincolninvestment.com |
| Kenneth Gutshall | Austin, TX | (512)291-5011 | rgutshall@lincolninvestment.com | |
| TIAA-CREF | Scott Coombes | Austin, TX | (866)842-2952 x257003 | scoombes@tiaa-cref.org |
| Dawn Stoffel | Austin, TX | (866)842-2952 x257023 | dstoffel@tiaa-cref.org | |
| Arrowhead Asset Management | Ralph Boschert | Wimberley, TX | (800)299-4646 | arrowbiz@texasorp.com |
| (Fee only money managers working independently with Fidelity Investments and TIAA-CREF) | ||||
*Indicates this vendor offers the Roth 403(b) plan. |
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