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 US OMNI & TSACG Compliance Services.
OMNI & TSACG Key Contact Telephone List
Michigan Retirement Investment Consortium Providers
403(b) Core Vendors
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MEA Financial Services 800.292.1950
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Legend Group/Lincoln Investment 800.242.1421
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VALIC 800.426.3753
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Midwest Capital Advisors 877.269.4032
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Plan Member 800.874.6910
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GLP & Associates, Inc. 877.457.9467
403(b) Wild Card Vendors
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AXA Equitable Life Insurance Company 800.628.6673
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Fidelity Investments 800.343.0860
457(b) Providers
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AXA Equitable Life Insurance Company 800.628.6673
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VALIC 800.426.3753
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GLP & Associates, Inc. 877.457.9467
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MEA Financial Services 800.292.1950
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Midwest Capital Advisors 877.269.4032
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Plan Member Services 800.874.6910
Forms
See the link below for additional information regarding US OMNI & TSACG'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.
Transaction Routing Request for Fund Distribution Form