Review Agenda Item
Meeting Date: 9/18/2024 - 7:00 PM
Category: Finance
Type: Action
Subject: 14.5 403b Plan Third Party Administrator Services Agreement Approval
:
Enclosure
File Attachment:
Summary:
Funding:
Recommendation: The board approves entering into an agreement with US OMNI and TSACG Compliance Services, Inc. for third party administrator services for the District 403(b), and any other related district sponsored retirement plans, effective January 1, 2025. Cost of these services is $2 per participant account per month, to be paid by the plan participant.
Approvals:
Recommended By:
Signed By:
Lisa Wilson - Secretary - Superintendent
Signed By:
Jerri Lynn Lippert - Superintendent