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Service Providers
 Funds with Signed ISAs
The following Service Providers have signed an Information Sharing Agreement with The OMNI Group. Please check back frequently as this list will be updated routinely.
*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.
- 403B ASP
- Access Planning
- AIG
- AM & M UNION
- America Century
- American Fidelity
- American Funds - 403b, ROTH, 457
- American International
- American Portfolio
- American Progressive
- American United Life
- Americo
- Ameriprise
- Ameritas Variable Life - 403b, 457
- Amerus Annuity
- Aviva Life
- AXA - 403b, ROTH, 457
- Brighton Securities
- Cadaret Grant
- Calpers Deferred Compensation - 457
- Capital Bank & Trust
- Capital Educators Credit Union - 457
- Carminucci Wealth Management
- Carroll Financial
- Catholic Aid Association
- CBG Services - 457
- Chemung Canal Trust
- Columbia Mutual Life
- Commonwealth Annuity
- Confidential Brokerage
- Confidential Planning (Smart Choice only for 403bs) 457
- Conseco Insurance - 403b, 457
- Consolidated Financial - 403b, 457
- Corning Credit Union
- David Lerner Associates
- Diversified Investment
- Dreyfus Service
- Employee Benefit
- Eschels Financial Group
- F/B/O Plan Member UMB Bank
- Faculty Services Corp. / FSC Wealth Advisors
- FAM Funds
- Federal Kemper Life
- Fidelity - 403b, ROTH, 457
- Financial Independence
- Finesco
- First Investors - 403b, ROTH, 457
- First New York FCU
- First Security Benefit Life
- First Sun America
- First Symetra National Life of NY
- Forrest T Jones
- Franklin Templeton - 403b, ROTH
- FTJ Fundchoice - 403b, 457
- Gabelli Funds
- General American
- Gladowsky Capital
- Gleaner Life Insurance
- GLP & Associates - 403b, 457
- Great American Financial Resources - 403b, ROTH, 457
- Great West Life - 403b, 457
- Great Western - 457
- GunnAllen Financial
- GWN - 403b, ROTH, 457
- Hartford Life - 403b, 457
- Hooker & Holcombe - 403b, ROTH
- Horace Mann - 457
- Horace Mann Life - 403b, ROTH
- ICMA Retirement - 457
- Industrial-Alliance Pacific
- ING - 403b, ROTH, 457
- Institutional Securities Corp.
- Interactive Financial Advisors - 403b, 457
- International City Manager - 457
- INVESTA CORP
- IRA Clearing House
- ITI Strategies
- ITT Hartford National - 403b, 457
- Jackson National Life
- JEM
- Kades-Margolis - 403b, 457
- Knights of Columbus
- LA Hertberg Associates - 403b, ROTH, 457
- Lapeer County Bank & Trust
- Life Insurance Co of Southwest - 403b, ROTH, 457
- Lincoln Financial - 403b, 457
- Lincoln Investment - 403b, ROTH, 457
- Lincoln Life - 403b, 457
- Lincoln National
- Lincoln National - ROTH
- LPL Financial Corporation
- Madison National Life
- Manufacturers Life Insurance - 457
- Mass Mutual - 403b, 457
- McCauley Inv.
- MetLife - 403b, ROTH, 457
- Michigan Educational Credit Union
- Midland National Life - 403b, 457
- Millennium Trust
- MMA Praxis Mutual Funds
- Modern Woodmen of America
- Mutual - 403b, ROTH
- Nationwide - 457
- New England Financial
- New York Life - 403b, 457
- North American
- Northeast Planning Group
- NYS Deferred Comp - 457
- Ohio National Life
- Oldham - 403b, ROTH
- Oppenheimer - 403b, ROTH
- Orchard Trust - 457
- P&A Administrative Services
- Pacific Life
- Paradigm Equities - 403b, 457
- Paul Revere
- PFS / Primerica
- Phoenix Home Life
- PMSC (PlanMember Services)
- Principal Life Insurance - 457
- Proequities
- Professional Planning
- Prudential - 403b, 457
- Putnam
- Reassure America
- RiverSource Life
- Royal Alliance
- RSG Securities - 457
- S.C. Parker
- Sage Rutty
- Saratoga Advantage Trust
- Saratoga Capital Mgmt
- Security Benefit Life - 403b, ROTH, 457
- Security First
- Security Mutual Life of NY
- Sgroi Financial
- Siracusa Benefits Programs
- Smith Barney - 457
- South Dakota Retirement Plan - 457
- State Mutual
- Symetra Life - 403b, 457
- T. Rowe Price - 403b, 457
- TEG Fed CU/TSA Contributions
- Tennessee Farmers Insurance
- The Legend Group/ADSERV - 403b, ROTH, 457
- Thrivent Financial for Lutherans
- TIAA CREF
- TransAmerica
- Union Central Life
- United Teacher Association
- Unity Mutual Life
- USAA Life
- Valic - 403b, ROTH, 457
- Vanguard Fiduciary Trust
- Veritrust Financial
- VRSI (Virginia Retirement Specialists Inc)
- Waddell & Reed - 403b, ROTH, 457
- Weinberg Financial
- Wilton Reassurance
- Workmen's Benefit Fund of the USA
- WRP Investments, Inc.
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