Financial Wellness Center
OMNI provides effective tools and resources to streamline the process and inform employers of all things related to their 403(b) and 457(b) plans.
Your Plan PageProvides information on investment types, definitions and contact information for each approved provider... all on one page. Streamlines the ability to add plan features and choose a provider that makes sense for you.
Employer ResourcesEmployer helpful information such as MAC limits, non-elective worksheets, SRAs, UA notices, and Preferred Provider Program information.
Why OMNI?
- Over 20 years of TPA experience, servicing nearly 3,000 plans
- In-house legal counsel that provides support in the event of an IRS audit
- Indemnification for plan administration errors
- Plan transaction sign-offs
- Multiple materials provided to satisfy the IRS's Universal Availability requirements
- Online SRA & transaction forms
- Dedicated account specialists to handle any and all concerns
- Education for employees on the benefits of retirement savings
- In-house call center
- Quarterly Employer Report Card
Preferred Provider Program (P3)OMNI's P3 gives employers the opportunity to make available vetted service providers in its plan all while reducing administrative fees.
FAQsAnswers to questions that we are frequently asked by Employers about their 403(b)/457(b) plans.
HR Compliance ServicesU.S. OMNI now offers complete ACA, FMLA, and COBRA compliance services through industry leading technology.
Quick Links
Local: 585.436.OMNI (6664)
Toll Free: 1.877.544.OMNI (6664)
New York Office:
220 Alexander Street
Suite 400
Rochester, NY 14607
OMNI P3 and OMNIOnline are service marks of OMNI Financial Group, Inc. d/b/a OMNI | © OMNI Financial Group, Inc. ALL RIGHTS RESERVED