Supplemental Retirement Account Plan Administration Services

Services provided by TSA Consulting Group, Inc.

Phone: 888-796-3786 ext. 2
Hours: Monday through Friday, 7:30 a.m. - 4:30 p.m. CST
Fax
: 866-741-0645

Address:
TSA Consulting Group, Inc.
Attn: Participants Transaction Dept
28 Ferry Rd SE
Fort Walton Beach, FL 32548
E-mail: recordkeeping@tsacg.com

Instructions for requesting a distribution/exchange/transfer/loan from accounts under the plan:

  1. Participant contacts his or her plan provider or financial professional for the required product provider forms.
  2. Participant gathers supporting documentation.
  3. Participant completes Transaction Routing Request Form.
  4. Participant emails or faxes the product provider forms, supporting documentation and Transaction Routing Request Form to Plan Administration at recordkeeping@tsacg.com or FAX: 866.741.0645
  5. TSACG Plan contacts the participant if additional documentation is needed or the request is ineligible per the plan.
  6. If the request is approved, TSACG Plan sends the forms to the appropriate product provider(s).