• 403B TAX SHELTERS AVAILABLE TO EMPLOYEES OF

    THE UPPER SADDLE RIVER BOARD OF EDUCATION  

    TSA Consulting Group
    Attn: Participant Transaction Department
    P.O. Box 4037
    Fort Walton Beach, FL 32549-4037
    Fax: 866-741-0645 of 866-814-0622 

    Customer service representatives are available to assist you at 1-888-796-3786 or recordkeeping@tsacg.com

    TSA is the Third Party Administrator for Upper Saddle River Board of Educations 403B program.  Salary Reduction forms are supplied by them for all vendors along with transaction processing procedures.

    http://www.tsacg.com/individual/plan-sponsor/new-jersey/upper-saddle-river-board-of-education/

    Retirement Guide

    1) AXA Equitable Life 
    Contact: Michael Hughes
    Phone: 732-452-6919

    2) Charles Schwab & Co. Inc.
    La Ferla Group, LLC
    Contact: Thomas Cordovano, CFP
    Phone: 877-257-9040 

    3) Lincoln Investment
    Contact: Patrick Bergin, CFP
    31 South Avenue W
    Cranford, NJ 07016
    Phone: 908-276-1181
    Toll Free: 877-917-4001
    Fax: 908-276-1184
    pbergin@lincolninvestment.com 

    4) NEA Retirement Program - Security Benefit
    John Bannan
    P: 551-795-7402
    john.bannan@abmmfinancial.com 
    https://www.neamb.com/finance/nea-retirement-program.htm 

    5) The Legend Group
    Contact: Noelle Smith
    Phone: 201-642-4010
    Contact: Kathi Diorio
    Phone: 201-642-4012 

    6) Vanguard
    Phone: 800-662-2003