Tax Sheltered Annuity 403(b) OMNI

403(b) UNIVERSAL AVAILABILITY NOTICE

The Opportunity
You have the opportunity to save for retirement by participating in the Pittsford Central School District’s 403(b) plan (“Plan”).

For any questions, contact the Customer Care Team at 877-544-OMNI(6664).

Maximum Allowable Contributions
IRS Maximum Allowable Contributions can be found on the OMNI website.
For appropriate limits for your particular circumstances, please contact OMNI’s Customer Care Center at 1-877-544-6664.

How Can I Participate?

1. Visit the Omni 403(b) page for information.
2. Complete and submit a Salary Reduction Agreement (SRA).
3. Send the form to the PCSD Payroll Office at 75 Barker Road, East Wing.
4. Payroll will then process the form and send it to OMNI.
5. OMNI will review the form.
6. Once OMNI approves and returns the form to the PCSD Payroll Office, payroll will process the deduction to your paycheck.
7. The expected time for processing is 45-60 days.
   

What If I Already Have An Account?
If you are already contributing to the Plan, and you want to change your contribution amount or service provider, simply complete and submit a new SRA. See directions above for submission instructions.

What If I Do Not Want To Contribute?
If you do not want to take advantage of this program, simply submit an SRA with the option “I do not wish to participate at this time” selected.