Retirement Plans
As an employee of Los Altos School District, you may be eligible to participate in a 403(b) and/or 457(b) retirement plan. Participation in the plan not only helps you prepare for a more financially secure future, it can provide significant tax advantages today.
The LASD Third Party Plan Administrator is: US OMNI & TSACG Compliance Services
US OMNI & TSACG Compliance Services has launched a new website to give you a more robust and user-friendly website that will permit you to easily start and change your contributions and submit transactions, a real time transaction tracker, and detailed specific information about your retirement account.
Starting or changing your contributions:
If you wish to start contributing or make a change to your current contributions, you will need to submit a Salary Reduction Agreement (SRA) form. Changes include: starting a new deduction, stopping an existing deduction, changing the amount of an existing deduction, or changing your investment provider.
The SRA form can be found in the “Employees” tab under “Start / Change Contributions” section of US OMNI website. From there you will select your employer state in the dropdown and the enter LOS ALTOS SCHOOL DISTRICT in the employer section.
Additional Information:
The US OMNI & TSACG Compliance Services call center is available Monday through Friday from 4:30 AM to 5:00 PM PST, with bilingual (Spanish) Customer Service Representatives available to assist during those hours.
1-877-544-OMNI (6664)
https://omni403b.com
TRANSACTIONS
Refer to the instructions on the website to submit an SRA or any of the transactions below:
*Transactions permitted by plan may vary
- Distributions (including distributions due to age, death, disability, separation from service, and domestic relations orders)
- Exchanges/Transfers/Rollovers of 403(b) funds between vendors or 403(b) plans
- Hardship Withdrawals
- Loans
- Purchase of Service Credits
- Qualified Domestic Relations Orders (QDRO)
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