Staff members who wish to contribute to a 403b Annuity Plan must submit documents to our plan administrator, TSA Consulting Group. TSACG, based in Fort Walton Beach, Florida, is an independent Third-Party Administrator and is neither affiliated with an investmentprovider nor do we market investment products. Complete details about management of this program can be found in the documents below.
TSACG will be responsible for the approval of all plan-level transactions, including distributions, exchanges, transfers, loans, and rollovers. After reviewing submitted paperwork to ensure that the transaction complies with IRS regulations and the employer’s Plan Document, TSACG will forward the approved investment provider paperwork to the applicable company, so they can complete the transaction by disbursing funds directly to the participant or directly to an account specified by the participant.