U.S. OMNI & TSACG Compliance Services (TSACG) is a privately held Florida based corporation founded solely for the purpose of providing retirement plan compliance and administration services to eligible employers in public school systems and colleges.

Our company was formed in 1994 to develop compliance services that were unavailable to employers at that time. A new need for such services was established as a result of the compliance concerns of the Internal Revenue Service and their auditing activities.

TSACG's experience with public school systems in the 403(b)/457(b)/401(a) arena was a key factor in our ability to develop the program, which is tailored to their special needs and work environment. This program, The Compliance Edge®, allows for the most efficient method of computing and monitoring contribution guidelines in the industry. It is recognized as a significant improvement in this vital process. The employee awareness and educational materials utilized in this system are produced by TSACG and are designed to enhance the perception and acceptance of this important employee benefit.

In 2021, TSACG joined the U.S. Retirement & Benefits Partners (USRBP) family, which includes full integration with U.S. OMNI to form U.S. OMNI & TSACG Compliance Services. Our partnership allows us to offer clients access to a broader array of compliance services, which complements the superior 403(b)/457(b) compliance and administration services TSACG clients have relied upon for over 25 years. This relationship will enable U.S. OMNI & TSACG Compliance Services to provide unique and exceptional services nationally for all clients and participants. 

Employee Benefits

Retirement

U.S. OMNI & TSACG Compliance Services

U.S. OMNI & TSACG Compliance Services' headquarters in Fort Walton Beach, FL, United States

Joe Rollins

Scott Klotzbach

Kevin Hensley

Robert Ard

Adam Maines

Sherry Marcolongo Barker

The Leadership Team at U.S. OMNI & TSACG Compliance Services is responsible for strategic decision-making and overseeing the overall direction of the company. This team drives operational excellence, client satisfaction, and technological innovation, ensuring that the organization effectively meets the compliance needs of public school systems and colleges. Each member leverages their expertise to enhance service offerings and foster partnerships that expand the company's reach and capabilities in the retirement plan compliance industry.

Leadership Team

The Compliance and Operations team at U.S. OMNI & TSACG Compliance Services is responsible for ensuring adherence to regulatory standards and managing the operational processes necessary for effective retirement plan administration. Led by the Senior VP-Chief Compliance Officer, the team coordinates compliance audits, develops and implements operational strategies, and provides expert guidance to ensure that all retirement plans meet IRS requirements. By leveraging their extensive knowledge in the 403(b)/457(b) arena, they maintain the integrity of the Compliance Edge® program while enhancing employee awareness and education regarding retirement benefits.

Compliance and Operations

The Client Management team at U.S. OMNI & TSACG Compliance Services focuses on building and maintaining strong relationships with clients in the public school systems and colleges. They ensure exceptional service delivery and compliance support for retirement plans, addressing client needs and concerns while enhancing their understanding of compliance regulations. The team also drives business development initiatives, collaborating across departments to provide tailored solutions and continuous improvement in client satisfaction.

U.S. OMNI & TSACG Compliance Services

Org chart

Teams

Leadership Team

Compliance and Operations

Client Management

Offices

U.S. OMNI & TSACG Compliance Services

Org chart

Teams

Leadership Team

Compliance and Operations

Client Management

Offices

Related companies