Annuities
~ Tax Sheltered Annuities (Optional) ~
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 ~
recordkeeping@tsacg.com
Customer Service: (888) 796-3786
Fax: (866) 741-0645
Mailing Address:
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
~Annuities (Optional) ~
Voya Retirement
James Bauer, Agent (863) 699-2001; james@investmentplanhelp.com
Debbie Schoonover, Agent (863) 381-9620; (863) 655-4878; schdeb@hotmail.com
Joseph Derenzis (863) 381-7633; (863) 402-0272; Jdfinancial@embarqmail.com
Corebridge Financial
Haley Hanson (407) 374-4269 or (941) | Fax (813) 579-5207; Haley.Hanson@corebridgefinancial.com
The Equitable Financial Companies (AXA)
Chelsea Hoagland (813) 466-3154 or (813) 235-3281; chelsea.brown@axa-advisors.com
~ Multi-Product Custodial Accounts (Optional) ~
Plan Member Financial Corporation
Juda-Ben Ernst (800) 330-4014; jernst@planmemberec.com
Derrick Mims (407) 331-7777; dmims@planmemberec.com
Participant Call Center: (800) 874-6910
~ Mutual Funds (Optional) ~
American Century Investments
Florida Model Plan Website for Florida Model Plan Participants
Website: www.americancentury.com/workplace
Fiduciary Trust Company of New Hampshire (FTC)
Todd Mazur (727) 871-2181; todd.mazur@lpl.com