The Omni Group

Service Providers

 

  Funds with NO Signed ISA

The following Service Providers currently participate, but have 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.

*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.

  • A.G. Edwards & Sons
  • Access Investors Services, Inc.
  • Advantage Capital
  • Advisors Group, Inc.
  • AIM Distributors, Inc.
  • Alger Fund
  • Allegheny Investments LTD
  • Alliance Bernstein Investments, Inc.
  • Alliance Global Investor Services
  • Allstate Insurance Co
  • Allstate Life Insurance Co.
  • Assumption Life
  • Bencor
  • Berger 100 Fund
  • Black Rock Funds
  • Calvert Group
  • Charles Schwabb & Co.
  • Cheevers, Hand & Angeline
  • Citigroup - Smith Barney
  • Commonwealth Financial Network
  • Companion Life Insurance
  • Confidential Planning Corp (non-Smart Choice)
  • Dean Witter Funds
  • Dean Witter Reynolds
  • Dean Witter Trust Company
  • Delaware Dist
  • Delaware Service Group
  • Delaware Svc. Co
  • DWS Investments Service Company
  • DWS Trust Company
  • EMC National Life Company
  • English Financial Services
  • Enterprise Funds
  • Evergreen Funds
  • Federated Services Company
  • Finesco
  • Finesco - 457
  • First Eagle Funds
  • Fiserv Correspondent Services
  • Fiserv I.S.S.
  • FSC Security Corp
  • Goldman Sachs
  • Guardian Insurance & Annuity
  • Guardian Investor Service Corp
  • Integrity Life Insurace
  • INVESCO FUNDS GROUP
  • Investor Fiduciary/Berger Fund
  • Investors Fiduciary Trust Co
  • Janus Group of Mutual Funds
  • John Hancock Signature Services
  • JP Morgan Funds
  • Legg Mason
  • Legg Mason Investments
  • Legg Mason Partners Fund
  • Legg Mason Wood Walker
  • Lesko Financial Services
  • Life Ins. Co. of N. America
  • Life Invstrs Financial Mkts Div
  • Lincoln Benefit Life Company
  • Linsco/Private Ledger
  • Lord Abbett
  • Lord Abbett Family of Funds
  • Mainstay Fund
  • Manning & Napier Fund Inc.
  • Manufacturers Life Insurance
  • Manulife of New York
  • Massachusetts Financial Svc
  • Merrill Lynch
  • Merrill Lynch Private Client Group
  • MFS Service Center
  • MFSI/Key Bank of New York
  • Minnesota Life Ins. Co.
  • Morgan Stanley
  • Morgan Stanley Trust
  • Morgan Stanley/Dean Witter
  • Mutual of America
  • Mutual of Omaha
  • Mutual of Omaha Companies
  • National Benefit Life Ins. Co.
  • National Integrity Life
  • National West Life Ins Co
  • Nationwide
  • Nationwide Life
  • NATIXIS FUNDS
  • NEA Value Builders/Educators Fin. Assura
  • Northwestern Mutual
  • Northwestern Mutual Life
  • Northwestern National Life Ins
  • Penn Mutual Life
  • Pioneer Investment Management
  • PMG Securities
  • PMG Securities Corporation
  • Presidential Life Insurance Co
  • Principal Financial Group
  • Principal Funds
  • Principal Life Insurance
  • Principal Mutual Funds
  • PRINCOR FINANCIAL SERVICES CORP
  • Provident Mutual
  • Provident Mutual Life and Annuity
  • Prudential Mutual Fund
  • Prudential Mutual Funds LLC
  • Prudential Mutual Services, LLC
  • Prudential PMFS
  • RBC Dain Rauscher
  • Resources Trust Company
  • Resources Trust-IMS
  • Retirement Plan Associates
  • Royce Funds
  • Rushmore Trust and Savings
  • Scudder Funds
  • Scudder Investments
  • Scudder Service Center
  • Security Life
  • Seligman Data Corporation
  • Shearson-Smith Barney
  • SISCOR/ VAN KAMPEN
  • Smith Barney
  • Smith Barney Citigroup Global Markets
  • Smith Barney Corp Trust Co
  • Smith Barney Financial Life Services
  • Smith Barney Shearson
  • State Farm Insurance Company
  • State Farm Life
  • State Farm Life Insurance of No Ca
  • State Farm Mutual Funds
  • State Farm Regional Office
  • State Street Bank & Trust Co.
  • STYLES BRIDGES & ASSOCS.
  • Sun America
  • Sun America/AIG
  • Sun American Asset Mgm
  • Sun American Financial Center
  • Sun Life Financial
  • Sun Life of New York
  • Sun Life/MFS
  • TD Ameritrade
  • The Faller Company LLC
  • Tower Square Securities
  • UBS Financial
  • Value Line
  • Van Kampen Investor Svcs.
  • Wachovia Securities 03
  • Wallstreet Financial Group/MMU
  • Wells Fargo Advantage Fund
  • Wells Fargo Funds
  • Western Res. Life of Ohio
  • Western Reserve Life Assurance
  • Western-Southern Life
  • William Penn