Third Party Administration

Employers, Employees and Vendors

Access the forms you need to establish and to manage your account(s).

Employees - Visit the "School/Employer Index" link for:

  • your TPA contact information

  • what your plan permits and/or does not permit

  • a link to your school or districts website

  • links to "approved" vendors in your plan

  • vendor and/or your representative's contact information

Employers - Third Party Administrator Services

Established in 1973, MEA Financial Services is a member owned corporation whose focus has been to provide quality programs and resources for MEA and MEA-Retired members and their families.

"MEA Financial Services, Inc. 403(b) Plan Manager" is an independent Third Party Administrator, whose mission is to provide, at no cost to the employer, the administrative services to keep schools compliant under the new IRS regulations that are effective January 1, 2009.

At "NO" Cost To The Employer
Your MEA Financial Services Dedicated Support Team Will Provide:
Plan Administration and Compliance
We provide a plan document, adoption agreement, and by request a “sample” Board Resolution to use as a guideline.
Vendor Selection
We can assist in the selection of vendors to ensure that the vendor and the investment products offered meet the requirements of your plan.
Vendor Oversight
  • Coordination with vendors through Information Sharing Agreements.
  • Enrollments
  • Monitoring & record keeping of::
    • contribution levels
    • distributions
    • loans
    • hardship
    • withdrawals
    • Qualified Domestic Relation Orders
  • Process employee data changes
  • Process applications for the purchase of service credit for governmental defined benefit plans
Timely remittance of all funds to Vendors
Communication between Employer and Employee per the IRS regulations referencing universal availability, periodic employee notifications of Plan availability will be made..

Achieving Compliance With Changing Regulations
As Easy as 1-2-3: Your 403(b) Plan Manager Get the Brochure

Take advantage of our experience. We can handle the 403(b) Plan administration and compliance issues that are challenging employers today.

Call for more information:
1-800-292-1950, Option 4.

Disclosure: Variable annuities are subject to market risk which may cause value to fluctuate including loss of principal for variable accounts.

For more information about Variable Annuities, please call MEA Financial Services for the contract propectus and the underlying sub account fund prospectuses. Both the contract prospectus and the underlying fund prospectuses contain information relating to the product's investment objectives, risks, and charges and expenses as well as other important information. Please read the prospectus and carefully consider the investment objectives, risks and charges and expenses and other information before investing because these factors will directly affect future returns.

Guarantees and/payments are based on the claims-paying ability of Issuer and not on the value of the securities within the account.

Outside Links: We make no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you assume total responsibility and risk for your use of the sites to which you are linking. "Information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell the securities mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be considered as advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice or other content".

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The new 403(b) regulations are effective January 1, 2009.

FORMS, Info. & Documents for: 403(b) Contribution Chart

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Michigan Public School Employees Retirement System

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