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Financial Wellness

 

2023 IRS Contribution Limits

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Know your IRS limits for 2023
 

Financial Fitness Sessions 

Sponsored by M3

Strengthen your financial position by understanding how to leverage your workplace benefits. M3 Financial's webinar series provides you with guidance from a variety of experts within the industry.  To learn more about the sessions being offered and to register, click here.

Topics include:

  • Cryptocurrency – Know the Basics

  • Medicare Basics

  • Are you financially fit?

  • And more!

Get on Track with Your Finances

Whether you're just beginning or a master with finances, take a look at the resources below to get tips and gain knowledge when it comes to managing your money.

Save and Earn with Quartz

Take advantage of Perks & Savings, a program through Quartz that offers discounts on various products and services.  Or earn points through the digital wellness program Quartz Well, and then simply redeem them on Amazon.

403(b) Retirement Plan - Contribute to Your Future

A 403(b) plan allows an individual to contribute a portion of their salary to save for retirement. The contributions are pre-tax dollars and the contributions go to your own 403(b) account.  Ask a financial advisor to help you set-up an account and choose the investments that best meet your retirement goals. 

Follow these steps to set up a 403(b) account or to change your contributions:
  1. Visit U.S. Omni's Website to learn more about our 403(b) plan.
  2. Select a an investment provider from the pre-approved list.
  3. Contact the investment provider to open an account.
  4. Complete the following form and submit it to the business office.
  5. Check your pay stub to ensure that your deductions are accurate.