Why OMNI?

Ryan Phillips
Business Development Manager
West Coast Representative
rphillips@omni403b.com
877-544-6664 x181

Mark Buckley
Director of Business Development
East Coast Representative
mbuckley@omni403b.com
877-544-6664 x170

  • Over 20 years of TPA experience, servicing nearly 3,000 plans
  • In-house legal counsel that provides full support in the event of an IRS audit
  • Full indemnification for plan administration errors
  • Plan transaction sign-offs
  • In-house call center
  • Online forms & transactions
  • Dedicated account specialist to handle any and all concerns
  • Education for employees on the benefits of retirement savings
  • Multiple materials to fully satisfy the IRS regulation regarding Universal Availability

For more information, contact your appropriate representative.