Working Together For Better Solutions

This section is for agents/brokers who write business with employers where First Financial administers a Tax Sheltered Annuity (TSA) Plan. You will find up to date information including:

• Plan Summary Options and providers by Employer
• Requirements for Requests (Exchanges, rollovers, distributions, etc.)
• Forms and Due Dates

Important: Prior to soliciting employees under a 403(b) plan, all agents must enroll and agree to the rules of solicitation.