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Tax Sheltered Annuities


Maximum Allowable Contribution Limits for 2017

How to change your deduction amount for your current annuity

Click here for Payroll Reduction Authorization for 403(b) Annuity

How to withdraw or roll funds from your annuity

As the 403(b) Plan Administrator for The School Board of Highlands County, TSA Consulting Group, Inc. (TSACG), has developed an online recordkeeping system for you to use when requesting loans, rollovers, distributions, and contract exchanges from your 403(b) account. This new system is known as the ART System (Aggregated Records & Transactions) and will expedite the time required to process your requests. If you are planning to request a loan, rollover, exchange, or distribution from one or more of your TSA accounts - 403(b) or 457(b) - you will need to establish an ART username and password. Please click on the below link to login:

You will still have the option to print out the forms and request approval through the mail

TSACG Contact Information

TSA Consulting Group, Inc.
Participant Services
P.O. Box 4037
Fort Walton Beach, FL 32549-4037

Overnight Address:

TSA Consulting Group, Inc.
Participant Services
73 Eglin Pkwy NE, Suite 302
Fort Walton Beach, FL 32548

Fax: 1-866-741-0645
Customer Service: 1-888-796-3786 or recordkeeping@tsacg.com

Annuities

Multi-Product Custodial Accounts

  • Plan Member Financial Corporation
  • Dale Clark (772) 286-5426
  • Diane Clark (772) 286-5426
  • Participant Call Center: 800-874-6910

Mutual Funds

Benefits & Insurance Links

 

 

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