Our team will soon be contacting all Plan Sponsor clients who utilize our IRS‑approved 403(b) Volume Submitter Plan Document to initiate the required plan restatement process.
As a reminder, the IRS periodically requires pre‑approved plans, including volume submitter plans, to be restated to reflect changes in applicable laws, regulations, and other regulatory guidance. The Cycle 2 restatement represents the most recent required update following Cycle 1 and ensures that your plan document remains fully compliant. If you would like to consider adding an additional plan type such as a 457(b), a ROTH 403(b), a ROTH 457(b), or a 401(a), please contact Plan Support, and we will get the process started for you. If you have questions about adding an additional plan option for your employees, your Plan Consultant is available to discuss your concerns and answer any questions you may have surrounding the process as well as the compliance considerations of an additional plan. You can reach the OMNI/TSACG Plan Support team at plansupport@tsacg.com or by calling us at 888-777-5827.