U.S. OMNI - Plan Detail

Current Status: Active

Participating Investment Providers

Investment Types: Fixed Annuity (F) Fixed Index Annuity (FI) Variable Annuity (VA) Investment Advisory Service (RIA) Mutual Funds (MF) Not Offered

(F)(FI)(VA)(RIA)(MF)

Phone

ROTH - National Life Group (LSW) - 457

Please contact provider

Click Icons for Details:

Online Enrollment Available

Agent Contact Information Available

For any questions concerning your employers list of participating providers, please contact our Customer Care Team at 1.877.544.OMNI (6664).

Plan Features

Loans

Available for qualified applicants

Unforeseeable Emergency Distributions

Available for qualified applicants

Transfers Into Plan
(A transfer of assets from one employer’s 457(b) plan to another)

Available

Transfers Out of Plan
(A transfer of assets from one employer’s 457(b) plan to another)

Available

Contract Exchanges
(a change of investment within a 457(b) plan)

Available. Please note that a new investment provider must be participating in your Employer's 457(b) plan (see list above).

Final Three Year Catch-Up
(Permits employees to contribute up to twice the base limit in the three year period prior to the year in which the participant reaches the normal retirement age as defined by the plan. See form for details and limit amounts.)

Not Available

Distributions
(i.e. Separation from Service, Attainment of 70 ½ years of age, Permanent Disability, or Death)

Available

Rollover Contributions
(A contribution of a distribution from another plan (i.e. 401(k), 403(b), IRA))

Please call to inquire

New Child Distribution

Available

Domestic Abuse Distribution

Available

Emergency Expense

Not Available

Plan Details for Brownsville ISD, Brownsville TX

Participating Investment Providers

Plan Features

Eligible Employees

Employer Non-Elective Contributions

Loans

Financial Hardship Distribution

Transfers Into Plan
(A transfer of assets from one employer’s 403(b) plan to another)

Transfers Out of Plan
(A transfer of assets from one employer’s 403(b) plan to another)

Service Based Catch-up
(Permits eligible employees with a given number of years of service to contribute additional money to their 403(b) beyond their base limit. See form for details and limit amounts.)

Rollover Contributions
(A contribution of a distribution from another plan (i.e. 401(k), 457(b), IRA))

Contract Exchanges
(a change of investment within a 403(b) plan)

New Child Distribution

Domestic Abuse Distribution

Emergency Expense

Participating Investment Providers

Plan Features

Loans

Unforeseeable Emergency Distributions

Transfers Into Plan
(A transfer of assets from one employer’s 457(b) plan to another)

Transfers Out of Plan
(A transfer of assets from one employer’s 457(b) plan to another)

Contract Exchanges
(a change of investment within a 457(b) plan)

Final Three Year Catch-Up
(Permits employees to contribute up to twice the base limit in the three year period prior to the year in which the participant reaches the normal retirement age as defined by the plan. See form for details and limit amounts.)

Distributions
(i.e. Separation from Service, Attainment of 70 ½ years of age, Permanent Disability, or Death)

Rollover Contributions
(A contribution of a distribution from another plan (i.e. 401(k), 403(b), IRA))

New Child Distribution

Domestic Abuse Distribution

Emergency Expense

Quick Links

Plan Details for Brownsville ISD, Brownsville TX

Participating Investment Providers

Plan Features

Eligible Employees

Employer Non-Elective Contributions

Loans

Financial Hardship Distribution

Transfers Into Plan(A transfer of assets from one employer’s 403(b) plan to another)

Transfers Out of Plan(A transfer of assets from one employer’s 403(b) plan to another)

Service Based Catch-up(Permits eligible employees with a given number of years of service to contribute additional money to their 403(b) beyond their base limit. See form for details and limit amounts.)

Rollover Contributions(A contribution of a distribution from another plan (i.e. 401(k), 457(b), IRA))

Contract Exchanges(a change of investment within a 403(b) plan)

New Child Distribution

Domestic Abuse Distribution

Emergency Expense

Participating Investment Providers

Plan Features

Loans

Unforeseeable Emergency Distributions

Transfers Into Plan(A transfer of assets from one employer’s 457(b) plan to another)

Transfers Out of Plan(A transfer of assets from one employer’s 457(b) plan to another)

Contract Exchanges(a change of investment within a 457(b) plan)

Final Three Year Catch-Up(Permits employees to contribute up to twice the base limit in the three year period prior to the year in which the participant reaches the normal retirement age as defined by the plan. See form for details and limit amounts.)

Distributions(i.e. Separation from Service, Attainment of 70 ½ years of age, Permanent Disability, or Death)

Rollover Contributions(A contribution of a distribution from another plan (i.e. 401(k), 403(b), IRA))

New Child Distribution

Domestic Abuse Distribution

Emergency Expense

Quick Links

Transfers Into Plan
(A transfer of assets from one employer’s 403(b) plan to another)

Transfers Out of Plan
(A transfer of assets from one employer’s 403(b) plan to another)

Service Based Catch-up
(Permits eligible employees with a given number of years of service to contribute additional money to their 403(b) beyond their base limit. See form for details and limit amounts.)

Rollover Contributions
(A contribution of a distribution from another plan (i.e. 401(k), 457(b), IRA))

Contract Exchanges
(a change of investment within a 403(b) plan)

Transfers Into Plan
(A transfer of assets from one employer’s 457(b) plan to another)

Transfers Out of Plan
(A transfer of assets from one employer’s 457(b) plan to another)

Contract Exchanges
(a change of investment within a 457(b) plan)

Final Three Year Catch-Up
(Permits employees to contribute up to twice the base limit in the three year period prior to the year in which the participant reaches the normal retirement age as defined by the plan. See form for details and limit amounts.)

Distributions
(i.e. Separation from Service, Attainment of 70 ½ years of age, Permanent Disability, or Death)

Rollover Contributions
(A contribution of a distribution from another plan (i.e. 401(k), 403(b), IRA))