U.S. OMNI - Third Party Administrator
Winter Newsletter - Updated contribution rates for 2020
Universal Availability Notice - 2020 (all employees are eligible to participate)
Enroll Now - Start or change your contributions
*Plan Transactions - Online Forms- No account needed
Tax Sheltered Annuity 403(b) Educational Video - NEW
- All employees of the school system are allowed to contribute part of their wages toward retirement on a pre-taxed basis
- Employee voluntary contributions:
- The maximum calendar year contribution is specified in the IRS Code
- Various providers and investment options are available
- May enroll at any time by completing a Salary Reduction Agreement Form (403(b) and/or 457(b))
- Administered by U.S. OMNI (OMNI)
- For more information call 1-877-544-6664 or visit OMNI
About the Plan
IPX updates:
The IPX platform is now available to PGCPS employees under a new name, FPS Group - Investment Provider Xchange, click here to go to the log in page.
Steps to open a Tax Sheltered Annuity (TSA) and set up automatic payroll deduction
- Select a vendor(s) from the List of Approved Vendors
- Contact the vendor(s) to open the account
- Complete the appropriate online Salary Reduction Agreement Form(s) 403(b) and/or 457(b)
- If you need assistance completing the Salary Reduction Agreement please contact OMNI at 1-877-544-6664
- If you believe you are eligible for the service based catch-up please complete the Service Based Catch-up Request Form and submit to OMNI for verification and approval
Steps to cancel or change your automatic payroll contribution to a Tax Sheltered Annuity (TSA)
- Complete the appropriate Salary Reduction Agreement Form(s) – 403(b) and/or 457(b)
- To change a current contribution(s) amount, select "Recurring Contributions" in Part 3 of the Salary Reduction Agreement and enter all of the contributions you would like to make
- To stop or cancel contributions, select "I do not wish to participate at this time" in Part 3 of the Salary Reduction Agreement
- If you need assistance completing the Salary Reduction Agreement please contact OMNI at 1-877-544-6664
Hardship
Steps to request a Hardship Withdrawal from a 403(b) and/or 457(b) TSA
- Complete and submit the following forms to OMNI
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- Contact your specific TSA vendor and complete any required forms
Need Help?
Contact OMNI with questions at 1-877-544-6664 or visit our website at
OMNI
Retirement
- Final Pay Plan - Resignation/Retirement
- To withdraw or rollover incentive and/or Final Pay Plan payments, complete one of the following forms:
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