Tax Deferred Retirement Savings Program
CSBA proudly works with the TDS Group to provide time-saving, cost-effective tax deferred compensation management solutions. These solutions are easy, efficient and compliant.
The TDS Group is a non-proprietary company that offers unbiased and well-educated investment advice to help you find a program that best suits you, for both your short-term and long-term objectives.
CSBA's Tax Deferred Services program relieves you of the time consuming process of plan administration. Our program is truly a single source for all your retirement needs, including: compliance, remittance and management of all investment options.
Available services
CSBA and the TDS Group understand that everyone's goals are unique, and therefore, your savings plan must be as individual as your goals. There are a wide variety of services available to you as an investor. From saving for retirement to planning for your children's future - we are with you 100 percent of the way. Find out how these services can benefit you and your employees.
- Common remittance
- Total compensation reduction plan
- 403(b) administration
- 457 deferred compensation plan
- Roth 403(b)
- Compliance services
- Education
- Plan loan administration
- 529 college plans
District presentations
Learn more about the benefits of these tax deferred options. Contact us today to schedule an informative presentation in your district or county office.
Resources
Contact
Tax Deferred Services, Inc.
Tim Allard
(949) 266-4040 or (877) 411-3030 x120
tallard@tdsgroup.org