
403(b) Voluntary Retirement Options
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The School District of Waukesha 403(b) Retirement Savings Plan offers a convenient way for you to save for your future through payroll deductions. The District currently partners with TSA Consulting Group, Inc as our Third Party Administrator. TSA Consulting Group, Inc is responsible for monitoring compliance and fiduciary responsibilities on behalf of the District's 403(b) Program. Within our 403(b) Program, there are three vendor partners with which employees can choose to establish their 403(b). All regularly scheduled employees are eligible to participate in the 403(b) Program if they choose.
- TSACG - Plan Participation Guide - general information
- Plan Summary Information
- TSA CG On-line SRA Instructions
- TSA Consulting Group, Inc - register after you have set up your 403(b) and submitted your Salary Reduction Agreement
Phone: 888-796-3786, Option 5
Fax: 866-908-7582
Email: sraprocessing@tsacg.com (Do Not Email SRA Forms)
3 Easy Steps to Set-Up Your 403(b):
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- Research the below vendors to find the best fit for your financial needsC
- ontact the vendor and set up your 403(b) account directly with them
- Print off and submit via fax or mail a completed and signed TSA Consulting Group Form (SRA) to TSA Consulting Group, Inc to begin your contributions through payroll deduction
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WEA Member Benefits 403(b)
Customer Service:
800-279-4030
Plan #WE00084- Information and Enrollment
- Investment Choices - Target Funds, Model Portfolios or Do-it-yourself
- 24 non-proprietary, no load mutual funds
- Prudential Guaranteed Investment Option
- Roth and Pre-tax contribution options
- Fees
- Information and Enrollment
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Voya
Customer Service: 800-335-0982
Plan# 665001Offering a 1% bonus of current account balance to any participant who transfers their plan within the first 12 months after 7/1/17
VOYA Plan Highlights for the School District of Waukesha
Proprietary and Non-Proprietary Investment Options
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Fidelity Investments
Customer Service: 800-835-5097
Plan #56365Enroll Today - Fidelity does not have a local presence. You must enroll online or via phone.
Roth and Pre-Tax Contribution Options