The Omni Group

Service Providers

 

Funds with Signed ISAs       see complete list

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

Funds with NO Signed ISA   see complete list

  Indicates a Service Provider that currently participates, but has declined, at this time, to enter into an Information Sharing Agreement (ISA) with OMNI. Please check back frequently as this list will be updated routinely. 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.

 

Please Note:

When selecting a service provider, employees should refer to the participating service provider list under their organization's name. To view the list of service providers who participate under your employer's plan, select your organization from the client page.