Tax Deferred Account

To start a Tax Deferred Account, Human Resources will need a copy of your TDA vendor application or confirmation email and the TDA Salary Reduction Agreement Form.  The TDA Salary Reduction Agreement indicates the vendor you have chosen, the amount of the deduction, when you want the deduction to begin and how long you want the deduction taken out.

Available TDA Vendors/Application

Below is a list of approved vendors through the A&M System.  Please provide Human Resources a copy of your vendor application or the online confirmation page confirming your TDA account has been set up.

Fidelity Investments

Russell Jeanis

Denethia Yebernetsky

Fidelity Vendor List

Voya (formerly ING)

Michael Bowden
361-387-6100 Office
361-793-1692 Cell

Richard Glaser
361-387-6100 Office

Lincoln Financial Group

John Kriel Jr.


Mark Militello
Militello Wealth Management, LLC
4918 Oakmont Dr
Corpus Christi, TX 78413


Stephan Janak
1-866-842-2951 X7408


Kristi Hrncir
1-800-892-5558 ext. 87738

Janet Moseley
1-800-892-5558 ext. 87388