Retirement

Universal Eligibility Notice
Annuity Consortium Update - August 2011

Summary Plan Description for 403(b) Retirement Plan
AMA ESD 403(b) Retirement Plan Document
 

TSA Consulting Group has been selected as the Third-Party Administrator for the AMA ESD to meet the record keeping guidelines and regulations. Employees may visit the website to review available vendors, download forms, or receive information on getting loans, withdrawing for hardship cases, etc.

TSA Consulting Group Home Page

The AMA ESD joined an annuity consortium of over 250 schools to negotiate the lowest possible prices and the best service for its employees. The consortium selected a single source provider and five core companies that offer excellent service and in most cases reduced service fees.

Vendor Websites

Midwest Capital Advisors (single source provider)
AIG/Valic
MEA/Paradigm /Prudential
Plan Member Services
The Legend Group/Williams & Company Financial Services
GLP & Associates

In addition to the above consortium-wide chosen vendors, the AMA ESD selected additional vendors for its employees. These vendors are companies that have a history with the AMA ESD and its staff and have agreed to provide the appropriate record keeping and follow the AMA ESD Plan Document effective January 1, 2019.

AMA ESD selected additional vendors contact information

• AXA/Equitable
• 403B ASP
• Clear Strategy Financial Advisors
• Edward Jones

Payroll Authorization Reduction