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403(b) Voluntary Retirement Options

  • 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.  

    Phone: 866-796-3786, Option 5
    Fax:     866-908-7582
    Email:  sraprocessing@tsacg.com (Do Not Email SRA Forms)

3 Easy Steps to Set-Up Your 403(b):

    1. Research the below vendors to find the best fit for your financial needsC
    2. ontact the vendor and set up your 403(b) account directly with them
    3. 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
  • Voya
    Customer Service: 800-335-0982
    Plan# 665001

    Offering 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

    Investment Choices

    My Orange Money  

    Proprietary and Non-Proprietary Investment Options

  • CLICK HERE for a brief comparison summary of the three vendor options.