About Us

The Omni Group is a Third Party Administrator (TPA) that specializes in the administration of public school districts' 403(b), 457(b), and 401(a) programs - by providing IRS compliance and remittance services.

Proven Approach. Customized Attention.
The Omni Group staff has more than 60 years of combined experience in helping public school districts around the nation manage and administer elective and non-elective 403(b), 457(b), and 401(a) plans. We also ensure that your records and process remain in compliance with the ever-changing Internal Revenue Service (IRS) regulations.

Our team services each district based on its individual compliance requirements. We provide support tools, objective consultation, and educational materials to all those involved. The Omni Group also offers a turnkey approach to handling districts' remittance needs.

As you know, you have to manage more than "the district" - you have to interact with employees, investment brokers, and the changing IRS regulations and limits. That's where The Omni Group comes in.

We build and offer ongoing support for your 403(b) program - The Omni Group is your administration supply chain.

School districts around the country have trusted us to administer their programs efficiently and properly. Tracking and managing constantly changing IRS regulations is an ongoing, tedious process - but it's critically important to every school district's health, reputation, and employee liability.

Comprehensive Services Specific to Your Needs We administer your 403(b) program by school district and by employee. Our team will also administer your 457(b) and 401(a) plans. The Omni Group is a full-service TPA, and our services include:

• Reviewing all participant files, salary reduction agreements, service provider agreements, and custodial accounts to ensure appropriate documentation.
• Calculating participant maximum allowable contributions.
• Evaluating your distribution procedures and hardship withdrawal distributions.
• Revealing defects and recommending methods for correction.
• Acting as your common remitter to handle all correspondence and remittances with vendors.

Our proven approach helps school districts of all sizes to integrate their programs quickly, economically, and simply.

First, we assess each district's specific compliance goals, objectives, and employee retirement accounts to ensure we clearly understand the needs and current process. Then we assign a team with the right mix of experts - you'll have several resources working with you to develop your plan system, process, and management model. Our dedicated account management team is always available to address any compliance or remittance questions -- or concerns from your school administration or employees.

Finally, through our audit process, we certify that any defects we find have been corrected, and we assume all responsibility and accountability. We carry $1,000,000 of "Errors and Omissions" insurance coverage on behalf of your school district.

Top Five Reasons to Partner with The Omni Group

1. We support you each step of the way to ensure complete and accurate compliance!
2. Our team is your team - our integrated approach will meet and exceed your compliance and remittance expectations.
3. We are nationally recognized, with years of proven experience.
4. The Omni Group offers objective, non-biased support and advice - we do not sell investments. Using a TPA that also sells investments is a serious conflict-of-interest issue that presents moral and ethical dilemmas.
5. We offer a streamlined process - no more sending dozens of checks to vendors, no more investment vendors to deal with, and only one form to fill out to get started.

To learn how we can help your district streamline and administer your programs, contact us today for a complimentary consultation.

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