Third Party Administrators (TPAs) Directory

Who is my District/Employer's Third Party Administrator (TPA)?

What is a Third Party Administrator (TPA)?

  • Hired by the district to administer the 403(b) and/or 457 plan
  • Handle salary reduction agreement (SRA) forms, enrollment, loans, exchanges, withdrawals and other transactions
  • 403(b) vendors must sign agreements with the Third Party Administrator (TPA)
  • TPA fees vary and are paid by either the employees, employer or vendors

CalSTRS 403bComply (TCG Administrators formerly JEM Resource Partners)

Envoy Plan Services, Inc. (c/o MidAmerica)

Fringe Benefits Deferred Compensation Program (FBC)

  • Phone Number: (800) 274-0503 ext. 5
  • Fax Number: (800) 597-8206
  • Website: www.fbcretire.com
  • Address: National Benefit Services, LLC, 8523 S. Redwood Road, West Jordan, UT 84088, Attn: 403(b) Department
  • Salary Reduction Agreement (SRA)
  • Plan Forms (Exchange, Distribution, Rollover, Hardship, Loans, etc.)

MidAmerica Administrative & Retirement Solutions

National Benefit Services, LLC

  • Phone Number: (800) 274-0503 ext. 5
  • Fax Number: (800) 597-8205
  • Website: www.nbsbenefits.com
  • Address: National Benefit Services, LLC, 8523 S. Redwood Road, West Jordan, UT 84088, Attn: 403(b) Department
  • Salary Reduction Agreement (SRA) (1st, select your state; and 2nd, select your plan)
  • Authorization Forms (Exchange, Distribution, Rollover, Hardship, Loans, etc.)

SchoolsFirst Federal Credit Union

Tax Deferred Solutions (TDS)

TSA Consulting Group

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