Advisors
U.S. OMNI & TSACG Compliance Services believes that the local advisor or agent is a key part of the 403(b)/457(b) equation, and, therefore, provides a variety of tools to the advisor to streamline the process of establishing and maintaining participant accounts.
Our electronic Salary Reduction Agreement (SRA) and transaction forms can be submitted via the client plan page.
As always, our cutting-edge on line distribution system enable the advisor to receive instant approval on most transaction requests or be copied on all communications relating to a particular transaction that requires additional adjudication.
Your Retirement Plan
All the forms you need to assist your clients in their transaction needs. We’ve also provided a Transaction Assistant tool to help guide you to the correct forms.
Newsletters
We are continuously rolling out new features that are beneficial to our providers and their clients.
OMNI’s Tools
- Online Salary Reduction Agreement
- Online transaction distribution or request forms
- Quick Enroll the easiest way for advisors to enroll their new clients into a plan
- Real-time status updates via e-mail
- Bi-annual newsletters