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School Procurement Guide

U.S. OMNI & TSACG Compliance Services

  • Associate Member
U.S. OMNI & TSACG Compliance Services

U.S OMNI & TSACG Compliance Services is the nation?s largest, independent 403b & 457b third party administrator providing compliance, remittance and customer support services including access to in-house legal counsel & IRS audit support. Today, OMNI&TSACG services over 7,500 plans across 48 states for school districts, municipalities and non-profit organizations.

CONTACT: Ryan Phillips
Tel: (585) 208-8147
Email: rphillips@omni403b.com

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Associate Member Conference Attendance Policy

Purpose To ensure a fair and consistent experience for all participants at CASBO conferences and to maintain the value of sponsorship and exhibitor opportunities for associate members.

Policy Statement Associate Members who are not exhibiting or sponsoring at a CASBO conference are not permitted to attend the event as regular attendees.

Details

  • Conference attendance for Associate Members is considered a benefit tied to active participation as an exhibitor or sponsor.
  • Only Associate Member firms with a confirmed exhibit booth or paid sponsorship are eligible to register representatives for conference access.
  • Associate Members without an exhibit or sponsorship may not:
    • Purchase or obtain standard attendee registrations
    • Access sessions, meals, networking events, or the exhibit hall
    • Attend on behalf of or in partnership with another exhibiting or sponsoring organization
  • This policy ensures equitable opportunities for participating partners and protects the value of conference engagement offerings.

Exceptions Any exceptions to this policy must be reviewed and approved in advance by CASBO leadership.

Enforcement CASBO reserves the right to:

  • Deny registration requests that do not meet the eligibility requirements
  • Remove individuals from the event who attend in violation of this policy
  • Revoke or limit membership privileges for repeated violations