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Notice:
Many Vendors utilize specific warranties, subscription agreements, license agreements, EULA’s, etc. (“Supplemental Agreements”) when you purchase specific goods or services from that Vendor.  Since the Supplemental Agreements do not necessarily apply to every Member, every jurisdiction, or every purchase, TIPS does NOT now negotiate the terms of those agreements on Members’ behalf.  If you are required to sign such a supplementary agreement by the TIPS Vendor, TIPS strongly encourages Members not to proceed with a purchase until they have carefully reviewed and negotiated all applicable Supplemental Agreements.  TIPS recommends you work with your entity’s legal counsel to ensure compliance with the legal requirements of your entity and your jurisdiction.
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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: 200601   Consulting and Other Related Services
End Date: Aug-31-2023 EDGAR COMPLIANCE:     View Doc.


TSA Consulting Group Inc

CONTRACT: 200601   Consulting and Other Related Services
End Date: Aug-31-2023
EDGAR COMPLIANCE :         View Doc.

CONTRACT DOCUMENTS
  • Bid Request
  • Bid Advertisement
  • Bid Responders
    • VENDOR DOCUMENTS
  • Vendor Contract

    • TSA Consulting Group Inc

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    Consulting and Other Related Services(200601)
    Exp.Date 08/31/2023 EDGAR:     View Doc.

    		    Primary
    Contact
    		   Lewis Smith
    Title
    		    Vice President Client Development and Strategy
    Phone
    		    (850) 244-7306
    Email
    		    [email protected]
    		    Secondary
    Contact
    		   Rhonda Wood
    Title
    		    Senior Plan Consultant
    Phone
    		    (850) 226-7688
    Email
    		    [email protected]


    DISADVANTAGED/MINORITY/WOMAN BUSINESS ENTERPRISE
    YES
    HISTORICALLY UNDERUTILIZED BUSINESS (HUB)
    YES
    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 (200601)