Resource Center

To start, stop, or change contributions to a 403(b) and/or 457(b) plan, your employees must complete a Salary Reduction Agreement either via our online SRA service or by submitting a paper SRA form if you have not implemented our online service.

Each year, the IRS determines the maximum allowable contribution limits that the employer and its employees can contribute to 403(b)/457(b) plans.

OMNI/TSACG provides quarterly Plan Sponsor (Employer) newsletters. Our newsletters provide snippets of timely and important information and reminders that are pertinent to the compliant operation of your 403(b)/457(b) plan(s).

OMNI/TSACG produces several types of electronic educational materials or “meaningful notice” employee communications. These publications range from basic summary plan descriptions and enrollment information to our comprehensive Annual Retirement Benefits Guide. Each piece is specific to each client and produced for easy distribution electronically to each employee on an annual basis.

OMNI/TSACG’s advanced Online Distribution System allows participants to securely submit transaction requests 24/7. This system utilizes SPARK data from over 130 investment providers as well as demographic data from each employer to make plan-level calculations and issue, in most cases, an instant approval certificate.

When there is important information that needs to be shared with Plan Sponsors, OMNI/TSACG uses several options to distribute information to our clients. In addition to Employer Newsletters, we also send Employer Information Releases, also known as General Releases, when necessary to inform clients of urgent and important IRS regulatory updates. These pieces are also posted on our website for on-demand access.