Sarasota County Schools
Agenda Item #29
Title
APPROVAL OF RETIREMENT PLAN COMPLIANCE & ADMINISTRATIVE SERVICES AGREEMENT RENEWAL EFFECTIVE 10/01/2007
Description
Our expiring agreement with TSA Consulting Group, Inc. (TSACG) has been in effect for five (5) years. TSACG has provided the district with IRS compliance monitoring, educational materials, and administrative support services for its voluntary tax deferred retirement plans. The renewal agreement is a "piggyback" on a Request for Proposals conducted by Seminole County Public Schools. TSACG have agreed to extend the same terms and conditions to the Sarasota School District. The agreement is for one year with the option to renew for three (3) additional one-year periods.
Recommendation
That the Board approve the renewal agreement with TSA Consulting Group, Inc. as presented.
Contact
LEMPE & WEIDNER
Financial Impact
$40,100.00
Attachment: TSACG Piggyback Memo 6_01_07.pdf
Attachment: Sarasota Contract 2007 - SCPS RFP 05-06.pdf