Tax Sheltered Annuities (TSA)

VENDOR & CONTACT INFORMATION

DOCUMENTS & FORMS

American Fidelity

• Medical Expense Reimbursement Plans
• Dependent Day Care Plan
• Section 125 Plans*

• http://www.afadvantage.com/

• 800-654-8489
• 800-662-1113
• 800-325-0654

• American Fidelity Assurance Company - Section 125 Plan Overview *

• *Section 125 applies to certain qualified health reimbursable

403b COMPARE/TSA Companies

• CalSTRS 403bCOMPARE
• http://www.403bcompare.com/
• 888-394-2060

• The TDS Group
• Represents Santa Monica Community College District Approved Vendors
• www.tdsgroup.org
• 916-273-3755

• Activity Request 457(b)
• Boosting Your Retirement Nest Egg
• Memo re: 403(b) Accounts 2013 Plan Year
• Salary Reduction Agreement 403(b)
• Submission of Salary Amendment Agreements 2013 for 403(b)