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
Each year, the IRS determines the maximum allowable contribution limits that the employer and its employees can contribute to 403(b)/457(b) plans.
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.
In order to remit employer and non-elective contributions to OMNI, the Employer must complete a non-elective worksheet.
OMNI's employer newsletter gives employer centered news relating to its 403(b)/457(b) plans.
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.
2023 MS Word Version
2023 PDF Version