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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

VALIC

The Equitable Financial Companies (AXA)

~ Multi-Product Custodial Accounts (Optional) ~

Plan Member Financial Corporation

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

~ Mutual Funds (Optional) ~

American Century Investments

Waddell & Reed with Nationwide