№ files_lp_3_process_9_45009
Administrative instruction outlining procedures and requirements for district employees to process 403(b) fund exchanges, transfers, rollovers, and related transactions through the designated third-party administrator in compliance with plan and IRS regulations.
Organization: Wallingford-Swarthmore School District
Department: Human Resources Department
Address: 200 South Providence Road, Wallingford, Pennsylvania 19086-6334
Contact Phone: (610) 892-3470 Ext. 1406
Fax: (610) 892-3424
Third Party Administrator: TSA Consulting Group, Inc. (TSACG)
Plan Types: 403(b) and 457(b)
Transaction Types Covered: Exchange, Transfer, Rollover, Distribution, Loan, Hardship Withdrawal
Processing Time: 3–6 business days
Submission Methods: Online, Fax, Mail, Email
Mailing Address: U.S. OMNI & TSACG Compliance Services, P.O. Box 4037, Fort Walton Beach, FL 32549-4037
Overnight Address: 73 Eglin Parkway NE, Suite 202, Fort Walton Beach, FL 32548
Contact Email: [email protected]
Contact Phone (TSACG): 1-888-796-3786
Price: 8 / 10 USD
The file will be delivered to the email address provided at checkout within 12 hours.

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