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VENDOR

TSA Consulting Group Inc
15 Yacht Club Dr NE Fort Walton Beach FL,32548
WEBSITE
www.tsacg.com
SERVICE/PRODUCTS DESCRIPTION
TSA Consulting Group, Inc. (TSACG) is an independent, fee-based, provider of IRS retirement plan compliance administration services to public education employers. TSACG does not market or sell investment products and is not affiliated with any provider of 403(b)/457(b) investments. TSACG developed the Compliance Edge® program in 1997 to encompass a comprehensive list of compliance components for plan types common to governmental employers including 401(a), 401(k), Traditional and Roth 403(b)/403(b)(7), and 457(b) Deferred Compensation Plans. Standard deliverables also include employee educational materials and ongoing consulting services to enhance existing plans and assist in the implementation of new plans. To date, our firm is contracted to provide the Compliance Edge® program to over 3,759 403(b) and 457(b) plans representing 2,709 employers, 1.6 million participants, and $35.7 billion in assets. It should also be noted that 17 of the 50 largest, including 6 of the top 10, school districts in the U.S. are clients of our firm. Further, in the last five years, our firm has also served as Special Power of Attorney for more than 60 public education employers for the duration of the IRS audits of their retirement plans.


CONTRACT: 190202   Consulting and Other Related Services (3)
Apr-26-2019 to Aug-27-2020 EDGAR COMPLIANCE:     Yes


TSA Consulting Group Inc

CONTRACT: 190202   Consulting and Other Related Services (3)
Apr-26-2019 to Aug-27-2020
EDGAR COMPLIANCE :         Yes

CONTRACT DOCUMENTS
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    • TSA Consulting Group Inc

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    Consulting and Other Related Services (3)(190202)
    Exp.Date 08/27/2020 EDGAR: Yes

    		    Primary
    Contact
    		   Lewis Smith
    Title
    		    Vice President - Client Development and Strategy
    Phone
    		    (850) 244-7306
    Email
    		    lsmith@tsacg.com
    		    Secondary
    Contact
    		   Sherry Marcolongo
    Title
    		    Director of Corporate Communications
    Phone
    		    (850) 244-7306
    Email
    		    smarcolongo@tsacg.com


    DISADVANTAGED/MINORITY/WOMAN BUSINESS ENTERPRISE
    No
    HISTORICALLY UNDERUTILIZED BUSINESS (HUB)
    No
    STATES SERVED
    		AL , AK , AZ , AR , CA , CO , CT , DE , DC , FL , GA , HI , ID , IL , IN , IA , KS , KY , LA , ME , MD , MA , MI , MN , MS , MO , MT , NE , NV , NH , NJ , NM , NY , NC , ND , OH , OK , OR , PA , RI , SC , SD , TN , TX , UT , VT , VA , WA , WI , WV , WY

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  • Lewis Smith (190202)

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