Robert Lotter

How TDS Works

Who We Are, What We Do
What is a TPA?

STRS/PERS Unfunded Liabilities
What is your retirement income gap?

The Pie vs. The Pyramid
Which is right for you?

Free Financial Retirement Planning Services

Get a report on your state Retirement and Pension.

Let us explain your option.

Compare 7702 Benifits to 403b and 457

Maximum TAX FREE Benifits Today

Discover the risk lurking in your retirment portfolio

Speak to an advisor today

Are you getting the best mortgage rate available.

Let us help you get the best mortgage rate

Your STATE PENSION may not match your salary. Do you have a GAP?

Request your income Retirement Gap Analysis today

Receive an AUDIT REPORT of 403b/457 contributions.

Find out if your achieving your goal

Benefits enrollment is only a click away

The new Online Self-enrollment Center

– Unhappy with your current benefits enrollment process?

– Tired of Mandatory Meetings?

– Trouble getting reimbursed for expenses?

– Debit card turned off?

– Couldn’t get insurance due to prior health issues?

– Premiums are too high?

Electronic Enrollment and Education Platform

Electronic Enrollment and Education Platform

Online education and decision support means you get higher participation and satisfaction and reduced training and communication costs.

    Client Communications

    Client Communications

    TDS makes it easy to keep everyone informed of critical account information

      Section 125

      Section 125

      Our Section 125 implementation and enrollment services focus on proper education for your employees and their loved ones.

        403b Retirement Plans

        403b Retirement Plans

        Let TDS help you supplement your state retirement benefits with a voluntary Defined Contribution 403b retirement plan. Why offer 403b?

          Benefit Consulting

          Benefit Consulting

          Let our innovative and forward thinking approach to brokerage services prepare you for the future with confidence.

            457 Retirement Plans

            457 Retirement Plans

            Let TDS help you supplement your state retirement benefits with a Deferred Compensation 457 retirement plan. Why offer 457?

              Let Us Show You How We Can Significantly Reduce the Cost of Your HR Administration and Employee Benefits

              Tax Deferred Solutions (TDS) is a California-based full-service National plan administrator with a proven track record of providing quality services to corporation, schools and municipalities since 1978. We exist to help you save money in the following areas:

              Call (866) 446-1072 or REQUEST INFORMATION