Tax Sheltered Annuities 403(b) and ROTH Plans
Interested in Starting a 403(b), 457 or ROTH account?
First, use the TSA Agent List to select an approved company/agent. You will work with that agent to set up an account. You will then use the Online Salary Reduction Agreement (SRA) system to set up the deductions that will be taken from your paychecks. You can start, stop, or change the deduction amount at anytime. Employees with established accounts will also use this system to make any desired changes.
Step 1: Select an approved company/agent: TSA Agent List
Step 2: Review directions for the SRA system: TSA SRA Instructions
Step 3: Enter your deduction amounts: Online SRA System
Accessing Your Money
**Please note, employer signatures are handled by TSA Consulting Group, please call 888-796-3786 Opt 4 to obtain a signature.
In the event you need to:
- transfer funds, or
- request a loan withdrawal, or
- request a cash withdrawal from your TSA
You may submit your request through the following Online Distribution System
If you have questions or need additional assistance with transactions, you may contact TSA Consulting Group at 888-796-3786 Option 4
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/
- 888-796-3786 Option 4