The Omni Group

Welcome Locust Valley CSD (NY)

We welcome you to your personalized home page where you can find service provider information specific to your organization and browse the Frequently Asked Questions for employers and employees.

If you need additional assistance please contact us.

Customer Care Representative: 1.877.544.6664 (Toll-free)
    585.436.6664 (local)
Compliance Specialist:Susan Elmore
Client Relations Manager:Susan Alldredge

If you need to send sensitive information, please use OMNI Online Secure Email. Otherwise, you can use the email option above by clicking on your specialist's name.

Forms

Salary Reduction AgreementPrintable Version NEW Online Version!!!
Hardship RequestsPrintable VersionNEW Online Version!!!
Loan RequestsPrintable VersionNEW Online Version!!!

Note: This SRA form replaces any previous SRA form you may have used with OMNI in the past, regardless whether it has been for a 403(b), 457, or ROTH plan. It is designed for any elective salary adjustment (e.g. new salary reduction, change, or discontinuance). This form will be the only form that is accepted after 01/01/09.

General FAQ Information

Below you will find the most frequently asked questions (FAQs) from employers and their employees. Just click on the respective link. If we do not address your specific question or if you need additional information, please contact us.

Employee FAQ      Employer-District FAQ      Salary Reduction Agreement FAQ

Participating Service Provider Links for Locust Valley CSD (NY)

Indicates the service provider will continue to participate after the new 403(b) regulations are in effect, January 1st, 2009.

Indicates the Service Provider is currently participating in the District's Plan but has declined, at this time, to enter into an Information Sharing Agreement with OMNI.

  • AXA Equitable Life Insurance Company
  • Fidelity Management Trust Co.
  • ING National Trust-NY
  • Lincoln Investment Planning
  • Existing accounts only - no new accounts
  • MetLife
  • MetLife (FC)
  • Existing accounts only - no new accounts
  • New York State Deferred Comp Plan - 457
  • Putnam Investments
  • Union Central Life
  • Where no indicator appears, the Service Provider has not yet signed an Information Sharing Agreement (ISA) with OMNI. OMNI is diligently working with all remaining Service Providers to maximize their participation in your plan. In order for a service provider to participate they must enter into an Information Sharing Agreement with OMNI by January 1st, 2009, or once your employer has a written Plan Document, whichever is sooner. OMNI will only service 403(b) accounts held by a Participating Service Provider.