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
720-403-3807
russell.jeanis@fmr.com

Denethia Yebernetsky
281-381-5710
denethia.yebernetsky@fmr.com

Fidelity Vendor List

Voya (formerly ING)

Michael Bowden
361-387-6100 Office
361-793-1692 Cell
mikeb@glaserfinanical.com

Richard Glaser
361-387-6100 Office
richardg@glaserfinancial.com

Tax Deferred Account

Available TDA Vendors/Application

Fidelity Investments

Voya (formerly ING)

Lincoln Financial Group

Pentegra

TIAA-Cref

VALIC