Salary Reduction Agreement Forms

To start, stop, or change contributions to a 403(b) and/or 457(b) plan, your employees must fill out a Salary Reduction Agreement.

403(b) Salary Reduction Form
457(b) Salary Reduction Form

2019 MAC Limits Chart

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

2019 New Hire Information

One way to satisfy the IRS’s Universal Availability requirement is to provide information about 403(b) plans in new hire packets given to your employees.

Non-elective Worksheet

In order to remit employer and non-elective contributions to OMNI, the Employer must complete a non-elective worksheet.

Employer Newsletter

OMNI's employer newsletter gives employer centered news relating to its 403(b)/457(b) plans.

Universal Availability Notices

OMNI assists employers in fulfilling the IRS's Universal Availability requirement through various methods, including providing employers with UA Notices to give it's employees. For a customized UA Notice, please visit your Plan Page.

2019 MS Word Version
2019 PDF Version