TSA 403B and 457B
Retirement Savings Options: 403(b), 457(b), and Roth Plans
Tax- Sheltered Annuities (TSAs)Retirement Savings Options: 403(b), 457(b), and Roth Plans
Tax- Sheltered Annuities (TSAs)
Retirement Savings Options: 403(b), 457(b), and Roth Plans
TSAs give employees the opportunity to save for retirement on a tax-deferred basis through voluntary payroll deductions. Employees can choose how much to contribute, as long as it stays within IRS limits and doesn’t result in a negative paycheck.
Enrollment
U.S. OMNI & TSACG Compliance Services is the district’s third-party administrator for 403(b) and 457(b) retirement plans. They ensure that all plan transactions meet IRS regulations and provide secure online tools for employees to manage their retirement contributions, including the Salary Reduction Agreement (SRA) System.Enrollment
U.S. OMNI & TSACG Compliance Services is the district’s third-party administrator for 403(b) and 457(b) retirement plans. They ensure that all plan transactions meet IRS regulations and provide secure online tools for employees to manage their retirement contributions, including the Salary Reduction Agreement (SRA) System.
Enrollment
- Pick your Investment Provider: Review the list of Authorized Investment Providers to see which companies are available. Click the link to view the full list. Authorized Investment Providers
- Contact your Investment Provider: Once you’ve selected your provider, contact them directly to establish your retirement account.
- Complete a Salary Reduction Agreement (SRA): After your account has been established, employees will need to complete an SRA Online through U.S. OMNI &TSACG Compliance Services online SRA System. If you need help navigating the site, you can use the SRA Tutorial for step-by-step guidance.
Important Deadline Information
Cutoff dates vary each month. Files are sent to the Benefits Department on the 10th of each month, so the cutoff date is the 9th.
If the 10th falls on a weekend, the cutoff date moves to the Friday to ensure files are received on time.
Cutoff dates vary each month. Files are sent to the Benefits Department on the 10th of each month, so the cutoff date is the 9th.
If the 10th falls on a weekend, the cutoff date moves to the Friday to ensure files are received on time.
Distribution Requests
Distribution Requests
Distribution Requests
Distribution requests for loans, rollovers, and withdrawals can be submitted and approved within minutes using the Online Distribution System. This system allows participants and their advisors to quickly obtain approval and certification for eligible distribution requests.
Questions?
Questions?
Questions?
