|
EMAIL PO & VENDOR QUOTE TO: [email protected] PO AND QUOTE MUST REFERENCE VENDOR’S TIPS CONTRACT NUMBER ATTACH PO AS A PDF - ONLY ONE PO (WITH QUOTE) PER ATTACHMENT |
Notice: |

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 | |
VENDOR DOCUMENTS | |
TSA Consulting Group Inc

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 |
---|
Get VCard for Primary Contact by Contract on your Mobile Device |
Lewis Smith (200601) |