TSA / 403b Services
When it comes to servicing the TSA/403(b) retirement sector, GWN sets the standard through its state-of-the-art systems and client-driven administration.
GWN is an authority in the TSA/403(b) marketplace. Through GWN, you can provide direct payroll deduction access for schools, colleges, hospitals, and nonprofit employers throughout the United States.
When it comes to servicing the TSA/403(b) retirement sector, GWN sets the standard through its state-of-the-art systems and client-driven administration. We can help you design the right turn-key operation for your educational and not-for-profit organizations, with payroll deduction and integrated billing and reconciliation services.
Acknowledged leader in providing Self-Directed 403(b)(7) Custodial Accounts. With our SDCA Program, you can choose mutual funds* from a number of fund families and hold them in one account; Offers no-cost TEFRA loan provisions** for your 403(b)(7) client accounts; Provides common remitter billing services to non-profit employers, for your investment options, whether these options are offered by GWN or not - at no cost to you.
Please contact GWN Securities for more information via the Contact Us page.
* For more complete information and to carefully consider the securities offered, including your investment objectives, risks, charges, expenses and fees, please request a prospectus from your GWN Registered Representative. Please read it carefully before you invest or send money.
**Withdrawals from a 403(b)(7) plan are subject to income tax and withdrawals prior to age 59 1/2 are subject to an additional 10% penalty. These rules are complex and contain many conditions and exceptions. Therefore, it is suggested that you consult with a professional tax advisor before you take a withdrawal from your retirement plan. You can find more specific information on the tax treatment of payments from qualified retirement plans in IRS Publication 575 and IRS Publication 590. These publications are available from your local IRS office or by calling 1-800-TAX-FORM.
