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Tax Sheltered Annuities 403(b) and ROTH Plans

​​​​​​Interested in Starting a 403(b) or ROTH account?​

Select an agent from the Approved Company/Agent List

TSA Provider List


 

Required forms to set up your Tax Sheltered Annuity (TSA) or ROTH Plan:

​​​TSA Salary Reduction Agreement 

Salary Reduction Agreement ROTH.pdf
Product Disclosure​​


 

 ​​Accessing Your Money

​​​In the event you need to:

  • transfer funds, or
  • request a loan withdrawal, or
  • request a cash withdrawal from your TSA, 

​the online Aggregated Records and Transactions (ART) system is the fastest way for authorization of a distribution from your account.  Go to the http://www.tsacg.com​ website and click on the ART link.  Transactions can be submitted 24 hours a day, 7 days a week for your convenience.  In addition to transaction submission, the ART system allows you to view information on your previous transactions as well as your account information.  To sign on, you will need to enter your:

User ID:     this will be your social security number - only numbers - no slashes or dashes
Password:   enter your date of birth (MMDDYEAR) - only numbers, no slashes or dashes

​If you have questions or need additional assistance with transactions, you may contact TSA Consulting Group at 1-888-796-3786, Option 4.

In the event the online system, ART, is not available for your plan, forms may be faxed to either 1-866-741-0645 or 1-866-814-0622.


 

Requesting a Hardship Withdrawal

​Hardship withdrawals can be requested and approved when certain criteria are met.  Please use the following link to scroll down the page and then view the rules, procedures and obtain the forms.
 ​http://tsacg.com/individual/plan-transactions/ 


 

Transactions that require original documents to be submitted, please mail to the following address:

​TSA Consulting Group, Inc.
Attn:  Participant Transaction Department
P.O. Box 4037
Fort Walton Beach, FL  32549

Website Resources

Model ​Plan Study
 
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