403(b) & 457(b) Documents


BENEFITS ANNOUNCEMENT

We are pleased to announce effective March 1, 2025, that the Harrison Board of Education has secured US Omni & TSA Compliance Services (USOTCS) to provide compliance services for our 403(b)/457(b) plan(s). USOTCS is an independent provider of compliance administration services with offices in California, Florida, and New York . The use of USOTCS furthers our commitment to provide employees with exceptional service and competitive investment options for our supplemental retirement plans. Attached to this announcement is additional information about USOTCS and the services they provide.

Our website link to USOTCS is:

https://www.tsacg.com/individual/plan-sponsor/new-jersey/harrison-board-of-education-(hudson-county)/

In order to assist you, in familiarizing yourself with the process, you can review the attached Employee Online SRA Tutorial by clicking this link:

EMPLOYEE ONLINE SRA TUTORIAL

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Plan Participation Guide

USOTC Distribution Information


403(b) Adoption Agreement

403(b) Plan Document

457(b) Adoption Agreement

457(b) Plan Document

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