[SchoolFinance] 403(b) Third Party Administrators

[Carolyn Heller]

Thank you Adam!

Carolyn Heller
Human Resources Director
Ellsworth School Department
207-664-7100 x1104


On Wed, Jul 29, 2026 at 5:15 PM Adam Hanson <
ahanson at lewistonpublicschools.org> wrote:

> 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
>>>
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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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