WHAT IS A TSA?

Annuity is an investment made through an insurance company. A TSA is a convenient way to set money aside, tax free, for future needs, such as education and retirement. TSA amount are not taxed until the funds are distributed to the employee. While participating in a TSA, the employee has the right to control the manner in which the funds are invested.

 

HOW DO I OBTAIN GENERAL INFORMATION ABOUT TSA?

You may contact the Human Resource Department for preliminary information packet or contact a provider directly. Provider List is provided below.

 

IF I DECIDE TO ENROLL, WHAT STEP DO I TAKE NEXT?

To obtain an Enrollment Kit or financial consultation, contact a representative listed on the Provider List. Completed enrollment form will need to be returned to a representative, listed on the Provider List. To activate your payroll deduction, return the completed Salary Reduction Agreement Form (on the back) to the Human Resources Department.

 

Tax Shelter Annuity Providers

ING

Mike Sherwood (928) 774-0695
Mike@benefitandfinancial.com

AIG/Valic

Rick Smith (928) 592-3340

byron.smith@valic.com

MetLife

Marilyn Anstey (928) 779-2785
manstey@metlife.com

The Hartford

Kim Leavitt (800) 476-0499 ext. 87717
Kim.Leavitt@hartfordlife.com
Security Benefit
Robert Young (602) 686-5300
young@planmembersec.com
 
PLEASE NOTE: Salary Reduction Agreement Forms are required to set-up a TSA and are available in the Human Resources Department or on the CCC website.