TSA/403(b)

New regulations have changed the 403(b) marketplace. Please use this guide to help you understand how we plan to facilitate 403(b) business in this new environment. If you have any questions, or want to confirm if an information sharing agreement is in place, please contact the Retirement Strategies Group at (800) 722-2333 or in New York (800) 748-6907.

Important!
Prior to submitting 403(b) business (contributions and transfers) please verify with the employer (or employer TPA) that Pacific Life is an approved investment option and that an information sharing agreement has been executed and signed by both parties.

To obtain a sample Information Sharing Agreement, please contact the Retirement Strategies Group at (800) 722-2333.

Information Sharing Agreements can be returned by fax or mail.

Fax:
Attn. Retirement Strategies Group

(949) 219-6959

Mail:
Pacific Life
Attn. Retirement Strategies Group
700 Newport Center Drive
Newport Beach, CA 92660

Resources

Understanding Tax-Sheltered Annuities (TSAs)

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Pacific Life, its distributors, and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor or attorney.

Pacific Life is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.

Unless otherwise noted, all aforementioned money managers, their distributors, and affiliates are unaffiliated with Pacific Life and Pacific Select Distributors, LLC.

Pacific Life refers to Pacific Life Insurance Company and its subsidiary Pacific Life & Annuity Company. Insurance products can be issued in all states, except New York, by Pacific Life Insurance Company or Pacific Life & Annuity Company. Product/material availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues. 

Variable insurance products are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company and an affiliate of Pacific Life & Annuity Company. 

The home office for Pacific Life & Annuity Company is located in Phoenix, Arizona. The home office for Pacific Life Insurance Company is located in Omaha, Nebraska.

No bank guarantee • Not a deposit • Not FDIC/NCUA insured • May lose value • Not insured by any federal government agency

For financial professional use only. Not for use with the public.

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