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Voluntary Benefits

New 403(b) Plan and 457(b) Plan Contribution Plan Limits 

 

2019 Calendar year contribution limits the  403(b) and the 457(b)  plans have increased to $19,000. Other limits may apply. Check with your financial planner or tax consultant for limits appropriate to your circumstances.

New website – www.tsacg.com

TSA Consulting Group, Inc (TSACG)

403(b) & 457(b) Plan Administration Provider

 

Tax-deferred 403(b) & 457(b) Plan Documents

 

Peralta Community College District CA 457(b) Plan Document

Peralta Community College District CA 403(b) Plan Document

 

Informational links below

TSA Consulting Group, Inc. (TSACG) – Key Contact List

403(b) & 457(B) Plan Information for Employees & Advisors link (context below)

Locating a SRA form

Transaction Routing Form

 

 

Peralta Community College District has contracted with TSA Consulting Group, Inc (TSACG) to provide 403(b) & 457(b) plan administration services. TSACG, based in Fort Walton Beach, Florida, is an independent TPA and is not affiliated with an investment provider nor do they market investment products.

TSACG will be responsible for the approval of transactions such as Distributions, Exchanges, Transfers, Loans, and Rollovers. After reviewing submitted paperwork to ensure that the transaction complies with IRS regulations and the Plan, TSACG will forward approved paperwork to the applicable investment product provider who will complete the transaction by disbursing funds directly to the participant or directly to an account specified by the participant.

403(b) & 457(b) Transaction Processing:

To assist in the efficient and timely processing of your request, TSACG recommends when faxing or mailing documents, each transaction(s) be accompanied by a Transaction Information Form. This form can be obtained from https://www.tsacg.com. The Transaction Information Form provides important information regarding your request and is essential in ensuring proper processing. 403(b) Hardship Withdrawal and 457(b) Unforeseen Financial Emergency requests must be accompanied by a disclosure form which can also be found on TSACG’s home page.

Distributions:

Distribution transactions may include any of the following: loan, transfer/exchange, rollover, hardship withdrawal, or cash distributions. Each investment product provider requires their own form to be submitted. You may request distributions by completing the necessary forms obtained from your investment product provider, other necessary documentation as indicated below and submitting all completed documents to TSACG for processing.

Online Distribution Processing

TSAGG maintains an advanced Web-based system for use by participants and advisors. This online system allows participants and advisors alike, to gain immediate approval certification for eligible distributions. Further, all distribution requests may be submitted in this manner, even those that require supporting documentation such as Hardship and Unforeseeable Emergencies. TSACG’s Online Distribution System, which can be found on the homepage at https://www.tsacg.com, is available 24 hours a day, seven days a week.

Submitting Transaction Requests:

All transaction requests should be submitted to TSACG for processing via fax, mail, or email:

Regular Mail:

TSA Consulting Group, Inc. TSA Consulting Group, Inc

Attn: Participant Transactions Department

P.O. Box 4037

Ft. Walton Beach, FL 32549-4037

Fax: 1-866-741-0645 Email: recordkeeping@tsacg.com

Regular Mail: Overnight Mail:

TSA Consulting Group, Inc

Attn: Participant Transactions Department

73 Eglin Parkway NE, Suite 202

Ft. Walton Beach, FL 32548

TSACG – Plan Information 10/2018

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MidAmerica is the current vendor of the Accumulation Program for-Part Time and Limited-Service Employees  (APPLE) Plan. For concerns regarding the APPLE contributions, contact MidAmerica at 800 430 7999.

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Cigna Voluntary Term Life Insurance

 

VSP Voluntary Vision Benefits Summary

 

LegalShield

 

 

 

 

 

  • Benefits & Medical Information

    Wednesday 19 June 2019
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  • Peralta Community College District

    The District comprises four colleges serving northern Alameda County.
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