MIDWESTERN STATE UNIVERSITY
AUTHORIZED COMPANIES AND AGENTS
VOLUNTARY 403(b) TAX SHELTERED ANNUITY AND CUSTODIAL ACCOUNTS
The companies listed below are currently authorized to offer voluntary TSA accounts at MSU
Contact the Benefits Coordinator regarding your application.
APPROVED COMPANY APPROVED AGENT
FIDELITY INVESTMENTS Brian Baker Ph# 1-800-300-1706
http://www.fidelity.com mailto:Brian.Baker@fmr.com
Plan # 63150
FRANKLIN TEMPLETON INVESTMENTS Kenneth Worley,CFP® Ph# 687-0700
http://www.franklintempleton.com mailto:kenneth.worley@lpl.com
Plan # 05066
VOYA FINANCIAL (FORMERLY ING) Zera J. Harris Ph# (972) 225-1524
http://voya.com zera.harris@voyafa.com
Plan # VT8009
MID-ATLANTIC TRUST CO (ISC Group) KennethWhisenhunt Ph# 766-6484
http://macg.com/ Cell Ph# 1-817-832-9048
http://www.ISCGroup.com mailto:kwhisenhunt@iscgroup.com
Plan # MSUTSA
METLIFE and ANNUITY CO OF CONNECTICUT Jim Hawkins, Ph#761-1136
http://www.Metlife.com Shirley Donnell Ph# 228-0464
Plan # 095301001
MODERN WOODMEN OF AMERICA Tyler Larson Ph# (940) 255-4784
http://www.modern-woodmen.org Tyler.j.larson@mwarep.org
Plan # 23876308001
TIAA-CREF Joy Doss Ph# 1-800-842-2006. Ext 219867
http://www.tiaa-cref.com jdoss@tiaa-cref.org
Plan # 337113
USAA 1-800-531-8292, Option 1
http://www.usaa.com
Plan # 3186043
VALIC
(Variable Annuity & Life Insurance Co) Diana Pierre, Ph# (405) 639-7059
http://www.valic.com Diana.pierre@valic.com
Plan # 05762, plan 2
Revised 08/18/2017
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