Financial Wellness Center
Welcome to U.S. OMNI
403(b) and 457(b) Retirement Plan Administration& HR Compliance Services
OMNI is an independent third-party administrator dedicated to ensuring that 403(b), 457(b), and other employer provided benefits operate in compliance with IRS regulations. OMNI does not offer financial advice nor does OMNI recommend any particular investment or investment provider. OMNI charges an administrative fee for its services that is paid by the employer, employee, the employee’s investment provider or a combination thereof. We do not receive any commission-based fees and our fees do not vary based upon investment product or provider.
What's New at OMNI
OMNI is pleased to announce the entry of Vanguard Fiduciary Trust Co. and Midland National into the Preferred Provider Program (P3), effective January 1, 2020.
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Our first day at the new location will be December 23rd. Please send mail to 220 Alexander Street Suite 400, Rochester, NY 14607.
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Did you know that OMNI offers ACA, Benefits Toolkits, COBRA, FMLA, and HR Notices compliance and reporting services? These services pair well with OMNI’s current retirement plan administration services.
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Director of Remittance, Scott Klotzbach and Business Development Associate, Samantha Drees represented OMNI at the Tennessee ASBO Conference in Murfreesboro, Tennessee.
President and CEO Robert McLean spoke to New York school business officials, touching on 403(b) updates, the new hardship regulations, plan document changes, and new HR compliance services.
US OMNI is a proud sponsor of the excellence in Education Foundations 2019 PGCPS Hall of Fame Gala! Congratulations to the 2019 PGCPS Hall of Fame inductees!
President and CEO, Robert McLean and the Director of Business Development, Mark Buckley attended the 2019 PGCPS Hall of Fame Gala.
President and CEO, Robert McLean and Director of Marketing, Steve Thomson spoke with school business officials at Gananda Central School District.
Who We Are
OMNI is an independent third party administrator servicing K-12, higher education, municipalities, and non-profits. OMNI’s mission is to be the nation’s most respected and valued 403(b)/457(b) third party administrator. We foster a culture that supports our team members so they can provide exceptional services to our clients, their employees, and financial professionals. Backed by cutting edge technology, our team members work together with our clients to ensure retirement plan compliance with state and federal regulations, as well as building a greater awareness of the importance of retirement savings amongst employees and society as a whole.Quick Links
Local: 585.436.OMNI (6664)
Toll Free: 1.877.544.OMNI (6664)
Headquarters:
220 Alexander Street
Suite 400
Rochester, NY 14607
OMNI P3 and OMNIOnline are service marks of OMNI Financial Group, Inc. d/b/a U.S. OMNI | © OMNI Financial Group, Inc. ALL RIGHTS RESERVED