[SchoolFinance] 403(b) Third Party Administrators

[Adam Hanson]

Hi Carolyn,
Our TSA contact is Paul Bottoms: pbottoms at tsacg.com

On Wed, Jul 29, 2026 at 9:31 AM Carolyn Heller <cheller at ellsworthschools.org>
wrote:

> Thank you all for your replies. Would any of you be able to share a
> contact for OMNI/TSA with me?
>
> Carolyn Heller
> Human Resources Director
> Ellsworth School Department
> 207-664-7100 x1104
>
>
> On Mon, Jul 20, 2026 at 4:32 PM Mandy Fitzgerald <
> mandy_fitzgerald at maranacook.com> wrote:
>
>> RSU No 38 uses OMNI. We have had a great experience.
>>
>> On Mon, Jul 20, 2026 at 1:16 PM Carolyn Heller <
>> cheller at ellsworthschools.org> wrote:
>>
>>> Good afternoon,
>>>
>>> We are considering transitioning to a TPA for our 403(b) plans.
>>>
>>> Would you please share with me if your SAU uses a TPA and if so, which
>>> one?
>>>
>>> Your input would be greatly appreciated!
>>>
>>> Thank you
>>>
>>> Carolyn Heller
>>> Human Resources Director
>>> Ellsworth School Department
>>> 207-664-7100 x1104
>>>
>>> ------------------------------
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>>
>>
>> --
>> [image: photo]
>> Mandy Fitzgerald
>> Finance Director
>> McKinney-Vento Liaison
>> RSU No 38
>>
>> "A Caring School Community Dedicated To Excellence"
>>
>> 207-685-3336 x 1210
>>
>>
>> mandy_fitzgerald at maranacook.com
>>
>> 45 Millard Harrison Drive, Readfield, Maine 04355
>>
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>
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-- 
Adam Hanson
Controller
Lewiston Public Schools
36 Oak Street
Lewiston, ME 04240
Phone: (207) 795-4100, ext. 4051
Fax: (207) 795-4177

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