Eagle Point School District 9

Elective Retirement

EPSD9 employees can set up automatic payroll deductions for additional retirement savings and to reduce current taxable income. Taxes will apply when invested money is withdrawn. There is no waiting period for enrollment in a 403(b)/tax-sheltered annuity(TSA) and all EPSD9 employees are eligible.

OMNI is EPSD9’s third-party administrator for this elective benefit. Enrollment can be done anytime during the year.

First, open an account with one of the service providers: 

COREBRIDGE FINANCIAL (Formerly AIG/VALIC)
AMERICAN FIDELITY ASSURANCE CO
EQUITABLE (Formerly AXA)
HORACE MANN LIFE INS CO
INVESCO OPPENHEIMERFUNDS
METLIFE
NY LIFE INS ANNUITY CORP
PENSERV SMARTSAV (Formerly FORESTERS)
PUTNAM INVESTMENTS
VANGUARD FIDUCIARY TRUST CO
VOYA FINANCIAL (VRIAC)

Then fill out a Salary Reduction Agreement ( SRA) and submit it to OMNI.

For more information go to OMNI’s website or check out their Winter 2023 Employee Newsletter

403 b Universal Availability Notice 

EPSD9 Plan Detail