Resource Center

From Universal Availability notices, to non-elective worksheets, to the most current maximum allowable contribution limits, OMNI has provided the most employer utilized information all on one page.

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
457(b) Salary Reduction

2023 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.

2023 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 Plan for Retirement.

2023 MS Word Version
2023 PDF Version