OMNI believes that the local advisor or agent is a key part of the 403(b)/457(b) equation, and, therefore, provides a variety of tools to the advisor to streamline the process of establishing and maintaining participant accounts. Our electronic Salary Reduction Agreement (SRA) and transaction forms can be submitted via the client plan page, which can be accessed below. As always, our cutting-edge electronic forms enable the advisor to be copied on all communications relating to a particular transaction, and providing real-time status updates throughout the review and approval process.

Investment ProvidersOMNI has Information Sharing Agreements with over 250 investment providers for which participants, with the help of their advisors, can utilize and tailor to their specific retirement goals.
Client Plan PageAll the forms you need to assist your clients in their transaction needs. We’ve also provided a Transaction Assistant tool to help guide you to the correct forms.

OMNI’s Tools

  • Online Salary Reduction Agreement
  • Online transaction request forms
  • Real-time status updates via e-mail
  • Bi-annual newsletters
P3 BenefitsInvestment types, definitions and contact information for each approved provider... all on one page.
NewslettersWe are continuously rolling out new features that are beneficial to our providers and their clients.