Annuities
Tax Sheltered Annuities
To begin or manage your deduction amount for an annuity (Online Salary Reduction Agreement Tutorial)
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
Email Customer Service: recordkeeping@tsacg.com
Customer Service Phone: (888) 796-3786
Customer Service 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
Phone: (863) 699-2001
Email: james@investmentplanhelp.com
Debbie Schoonover, Agent
Phone: (863) 381-9620; (863) 655-4878
Email: schdeb@hotmail.com
Joseph Derenzis, Agent
Phone: (863) 381-7633; (863) 402-0272
Email: Jdfinancial@embarqmail.com
Corebridge Financial Services (formerly AIG/Valic) - Website
Haley Hanson
Phone: (407) 374-4269
Fax (813) 579-5207
The Equitable Financial Companies (AXA)
Chelsea Hoagland
Phone: (813) 466-3154 or (813) 235-3281
Multi-Product Custodial Accounts
Plan Member Financial Corporation
Juda-Ben Ernst
Phone: (800) 330-4014
Email: jernst@planmemberec.com
Derrick Mims
Phone: (407) 331-7777
Email: dmins@planmemberec.com
Participant Call Center: (800) 874-6910
Mutual Funds
American Century Investments
Florida Model Plan Website for Florida Model Plan Participants
Fiduciary Trust Company of New Hampshire (FTC)
Todd Mazur
Phone: (727) 871-2181
Email: todd.mazur@lpl.com