Tax Sheltered Annuities

The Monroe County ISD is part of a state-wide consortium called  the Michigan Retirement Investment Corporation (MRIC). As a member of MRIC, we offer employees access to numerous vendors with which employees may invest for their retirement. Additionally, MRIC districts use a third party administrator, TSA Consulting Group, to manage the recordkeeping and bookkeeping aspects of our 403b Plan. Their website can be found at TSA Consulting Group.

TSACG Key Contact Telephone List

TSA Plan Participation Guide

TSA Annual Retirement Guide

Michigan Retirement Investment Consortium Providers

403(b) Core Vendors

 

  •  MEA Financial Services                                                                             800.292.1950Skype Phone Call

  • Legend Group/Lincoln Investment                                                          800.242.1421Skype Phone Call

  • VALIC                                                                                                           800.426.3753Skype Phone Call

  •  Midwest Capital Advisors                                                                         877.269.4032Skype Phone Call

  • Plan Member                                                                                               800.874.6910Skype Phone Call

  • GLP & Associates, Inc.                                                                                 877.457.9467Skype Phone Call

403(b) Wild Card Vendors

 

  • AXA Equitable Life Insurance Company                                                    800.628.6673Skype Phone Call

  • Fidelity Investments                                                                                     800.343.0860Skype Phone Call                                                                                                                          

457(b) Providers

 

  • AXA Equitable Life Insurance Company                                                    800.628.6673Skype Phone Call

  • VALIC                                                                                                             800.426.3753Skype Phone Call

  • GLP & Associates, Inc.                                                                                  877.457.9467Skype Phone Call

  • Midwest Capital Advisors                                                                           877.269.4032

Forms

 

See the link below for additional information regarding TSA Consulting's role as a our Plan Administrator Provider, Transaction Processing, Distributions, Exchanges/Transfers, and Submitting Transaction Requests.

403(b) and 457 (b) Plan Information for Employees

Transaction Routing Request for Fund Distribution

If you are requesting a roll over or other fund distribution from your 403(b) account, you must first complete the Transaction Routing Request form. After completing this form, you will need to forward it, along with the distribution paperwork from your 403(b) provider to TSA Consulting Group, our Third Party Administrator.

PDF DocumentTransaction Routing Request for Fund Distribution Form

Contact

Assistant Supt for Human Resources & Legal Counsel

Taylor, J.D., Elizabeth
Administration Building
734.322.2640

Administrative Assistant

Faber, Janel
Administration Building
734.322.2641

Secretary

Dively, Jennifer
Administration Building
734.322.2642