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Testimonials
The OMNI Group Delivers:
If your business is looking to choose a TPA, then Omni is a great choice....
- The Syracuse City School District chose OMNI Group as our 403(b) Third Party Administrator based on their integrity and presentation as our partner, not just our administrator. Within the first 3 months of selecting OMNI, we understood the importance of having a partner and not just an administrator.
- OMNI coordinated a vendor fair for our 4,400 employees bringing all of the investment firms in one place for employees to compare alternatives. Although the new legislation enacted for January 2009 significantly altered and limited 403(b) offerings to employees, this open forum set up by OMNI eased the transition for staff. We successfully re-signed nearly 100% of participating staff.
- OMNI met with us multiple times to educate our staff, draft correspondence to employees, establish data transfer protocols and convert nearly 2,000 employee 403(b) payroll deductions.
- Since then, Susan Aldridge of OMNI has met with us quarterly and resolved issues as they occur via phone. In the early stage of this transition, one vendor was not providing satisfactory customer support to the District or its employees. OMNI stepped up and within one day resolved the issues with this vendor that had dragged on for several weeks. If your business is looking to choose a TPA and a long term partner who puts your business first, then Omni is a great choice.
Suzanne Slack, Chief Financial Officer, SS/keh
I do not posses the eloquence to properly convey our satisfaction with The Omni Group....
- During the fall of 2008, as we were implementing the new 403b regulations, we selected a company to serve as our Third Party Administrator (TPA). We selected the company based upon their credentials and a demo of employee web portal. At that time, references were good but limited because the new regulations were not yet in effect. Immediately after the regulation "go live" date, we started experiencing problems with our selected TPA. Within 90 days of the regulation effective date, we informed the TPA that we would no longer remit the money through the TPA but would remit payment directly to the investment providers.
- After several months of trying to fix the TPA remittance problems we started looking for a new TPA. But where do we start looking for another TPA? We started by looking on the internet and blogs asking people who they were using and who was doing a good job. We learned that we were not the only company that was experiencing problems with a TPA. The one name that was mentioned by several people as a reliable TPA was The Omni Group. After being so severely burned with the first TPA, I directed my staff to do a thorough search and "dig up dirt" on The Omni Group. They searched the internet for days and found nothing bad to report. At that point, we contacted The Omni Group. Needless to say, we were very careful about entering into another relationship with a TPA. After three months of discussion with Omni, we terminated the contract with the original TPA and signed a contract with Omni.
- During the implementation period, Omni was very responsive to our every question and concern. After our previous relationship, we had a lot of "concerns". They were very patient with us and explained every step of the process thoroughly. Our implementation was very smooth and the first payroll with Omni was flawless.
- Recently, I learned of a provision in our plan document that needed correction. To remedy the issue, Omni's legal department helped us draft a new plan document and that document was adopted by our Board of Education.
- I do not posses the eloquence to properly convey our satisfaction with The Omni Group. They do the job right the first time and their customer service is superb. I know the difference between a good and bad TPA, The Omni Group is an excellent
choice for us.
- If you wish to discuss The Omni Group's qualifications and service further, please feel free to contact me at (575) 527-5837.
Terry S. Dean, CPA,
Executive Director of Finance
It is with great pleasure that I recommend The OMNI Group's administration services...
- It is with great pleasure that I recommend The OMNI Group's 403(b) plan administration services. Our school
district has worked with 'OMNI' for only a short time during the implementation stage of their administration
of our 403(b) plan. During this period, we have become confident that we are receiving exceptional services.
- Our first phone conversation with Lynn Sarkis, one ofOMNI's Client Relations Managers, was very
encouraging. We were somewhat overwhelmed with the recent changes in the Internal Revenue Service (IRS)
requirements regarding 403(b) plans. She assured us that The OMNI Group could provide expert
administration services under a cost effective system.
- The support team that has been assigned to our school district has been extremely competent and professional.
They have all been quick to respond to phone calls and emails with expert results, even though we are two time
zones away from each other. OMNI has developed a process to collect required information about our 403 (b)
plan participants that is user friendly and efficient. The OMNI Group has attorneys on staff who helped us
develop a Plan Document that fit our needs. During our implementation, other team members provided
continuous communication about our progress, enabling us to maintain a certain comfort level through this
uncomfortable change.
- We are enjoying a great working relationship with The OMNI Group thus far, and we look forward to
continuing that relationship with them.
Kim Brown, CPA,
Director of Fiscal Services
The Omni Group, Inc. has provided value expertise...
- The Omni Group, Inc. has provided value expertise in the form of 403(b) third party administrator support to our School District as it has worked to effectively comply with changes in the 403(b) environment that went into effect on January 1, 2009
Steven E. Mols,
Administrative Assistant for Business Affairs Fox Chapel Area SD
We have been very pleased with the high level of customer service...
- The OMNI Group had acted as the Keshequa Central School District’s Third Party Administrator (TPA) for the District’s 403(b) Retirement Plan for the past two years.
- We have been very pleased with the high level of customer service that representatives from the OMNI Group have provided to both the District Administration as well as to individual employees.
Dominic Aloisio,
Business Administrator
I am very pleased with the services I receive from OMNI and highly recommend them...
- For the past couple years, I have had the pleasure of working with Sue Alldredge and
OMNI with the development and day-to-day operation of our 403b Plan. I was very concemed
with the new IRS regulations and the potentialliability that our organization was facing by not
understanding these regulations.
- When looking, I did not want a company that would make its own interpretation of the
regulations, or one that would tell me what I wanted to hear. I wanted a company that would
research the regulations and ensure that Erie 1 was doing things the right way; I have found that
in OMNI. The evolution of new regulations is sometimes strenuous, but OMNI is always there
to work with us to make sure we have the right answers. OMNI also has made significant
changes to their operations to ensure that they meet the challenges of the new regulations and the
needs of their clients.
- I am very pleased with the services I receive from OMNI and highly recommend them as
a Third Party Administrator to any district.
Sincerely,
Jim Fregelette,
Director, Finance Services
I would like to express how pleased we are with the services provided by OMNI Group...
- Boise Independent School District contracted with OMNI Group in December 2008 to act as a third party administrator for the District’s 403b & 457 plans and to assist with compliance regarding the January 1, 2009 compliance regulations being imposed by the IRS regarding 403b plans.
- On behalf of Boise Independent School District, I would like to express how pleased we are with the services provided by OMNI Group. I personally found the professionals at OMNI Group to be extremely helpful and detailed regarding the setup and implementation process. The District continues to be very satisfied with the level of on-going service provided each month.
- We rely heavily on the professionals at OMNI Group to be very knowledgeable in the 403b business and to provide us with assistance as it relates to compliance and monthly remittance. The District maintains a daily communication with OMNI Group via the secure email system. Questions and concerns that may arise are always addressed in a prompt, professional manner.
- I would not hesitate to give OMNI Group the highest recommendation. Please feel free to contact me.
Respectfully,
Sheila Hall,
Payroll Manager
Many thanks to you and your team...
- Lynn, Many thanks to you and your team for the great work in helping us transition the Yonkers school district over to OMNI! We are most appreciative!
Bob Stein & Eileen Nott, The ING Elmsford Team
Thank you for preparing, presenting, and sharing your expertise...
- Thank you for preparing, presenting, and sharing your expertise in your workshop titled Where’s My Money at our July 19-23 Summer Business Management Workshop (SBMW) in Albany. Your information was well received by our members.
- We at NYSASBO and our members are most appreciative of your willingness to be part of our professional development programs. Your dedication to life-long learning leads us all to success.
Continued success.
Donna Clement, Director of Professional Development
It is such a pleasure...
- It is such a pleasure to deal with an entire organization that is so reliable and a pleasure to speak with.
Jodi Hirschman, Participant
Thanks for all of your efforts...
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Thanks for all of your efforts in getting Vanguard and Fidelity to sign the ISA's. I'm very happy to keep Vanguard. Great job!
Joe Marmo, Senior Network Technician, West Irondequoit CSD
Thanks for the communication ...
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Thanks for the communication and the web site to see that my 403b is ok, and that I am not at jeopardy.
I appreciate all that you are doing to keep me informed.
Thanks -
Anne Schillinger, Teacher - Arlington School District
Thank you for your prompt attention...
- I thank you for your prompt attention to this matter. OMNI has done a wonderful job of preserving the integrity of the 403(b) market. We appreciate your efforts to finalize information sharing agreements. We realize a lot of work went into that.
Thank you again.
Donald E. Romeo, RFC
Compass Capital Management
I love the new look of the website...
- I just wanted to let you know that I love the new look of the website. It is very well laid out and the color scheme is excellent, not to mention that impressive looking management team! Nice job!
Ralph DelSesto, National Director, TPA Strategy, ING
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With The OMNI Group, you can be confident that whenever plan administration solutions need to be created, now or in the future, we intend to be the first and the best.
The OMNI Group—listens, leads, delivers. |
