TSA Consulting Group, Inc. (TSACG) provides a variety of services to public education employers that relate to the compliance and administration of 403(b) and 457 retirement plans. The internal Revenue Service recently issued new regulations regarding 403(b) plans which significantly increase the administrative and reporting responsibilities of plan sponsors (your employer). These requirements include making the plan sponsor responsible for the review and approval process of any transaction made to any account that is a part of the sponsored 403(b) plan.

In response to these requirements, your employer has contracted with TSACG. On behalf of your employer, TSACG will be responsible for the approval process of transactions such as Distribution, Enrollment, Exchanges, Transfers, 403(b) Loans, and Rollovers. Upon reviewing submitted paperwork to ensure that the transaction complies with IRS regulations, TSACG will forward approved paperwork to your authorized provider who will complete the transaction by disbursing funds directly to you or directly to an account specified by you.

The goal of TSACG is to efficiently facilitate the process for you, the participant, as well as your employer, the plan sponsor, and your product provider. We have listed below the steps for enrolling in the plan, as well as steps required for approval of transactions that you may wish to have processed. Carefully reviewing this information and submitting the correct, completed documentation will help ensure that your request will be processed as quickly as possible. If you have questions while preparing documentation, a TSACG representative can be reached at 1-888-796-3786. Information is also available by visiting our website, https://www.tsacg.com. Please note that TSACG is not an investment product provider and we cannot give investment advice. For questions regarding your investments, please contact your product provider or financial advisor.