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 ~
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) 386-1200; 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
AIG Retirement Services (Valic)
- Website: www.aig.com/RetirementServices
- Benjamin Holtsinger (813) 399-3190; benjamin.holtsinger@valic.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
- Participation: 403(b) Account Application Form
Waddell & Reed with Nationwide
- Online Retirement Plan Enrollment
- Todd Mazur - tmazur@wradvisors.com (800) 881-3195
- Mike Milas - mmilas@wradvisors.com (800) 683-2135