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Omni 403B TSA contributions
Omni 403B TSA contributions
Overview:
Follow these instructions to Set up a 403B TSA online through The Omni Group, after you have set up an account with one of our 403B providers.
Instructions:
Go to OMNI’s Website
www.omni403b.com
and select the purple button labeled “Participants”
Next, in the lower left-hand corner in the blue box select the Employer’s State:
On the same page, in the lower left-hand corner begin entering the Employer Name. Note that when you begin typing the name, a dropdown box will appear where you can select the correct name.
You have now reached the Organization Page where you will find the following information:
Participating Service Providers – This section identifies those service providers that employees are allowed to make contributions to.
Salary Reduction Agreement (SRA) – This section is where employees can submit or print an SRA form to start, stop or make a change to their contribution.
Service Provider Transactions – This section is where you will find the forms needed to initiate a transaction such as a distribution or loan.
Choose the correct tab (403b or 457b) for your investment account.
For the online payroll deduction setup process Select Salary Reduction Agreement-Online
Step 1: Fill in the form with your information be sure to double check the Employer State and Employer Name
To Submit information re-enter Social Security # and select Continue.
Step 2: Confirm all Entries, then re-enter Social Security # and select Continue.
Step 3: Submission Confirmation, print out this page and keep for your records. Part 3 of the submission page will have a tracking ID
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Check out this article I found in the Client Portal knowledge base.<br /><br /><a href="https://matsuk12.teamdynamix.com/TDClient/1927/Portal/KB/ArticleDet?ID=53519">https://matsuk12.teamdynamix.com/TDClient/1927/Portal/KB/ArticleDet?ID=53519</a><br /><br />Omni 403B TSA contributions