School District of Waukesha

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 CG Annual Retirement Benefits Guide - 2024

• 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)

• TSA Consulting Group - Waukesha School District (tsacg.com)

• Annual 403(b) Plan Eligibility Notice - 2023

1. Research the below vendors to find the best fit for your financial needs

2. Contact 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