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OMNI News
June 4th, 2017
> New York State ASBO 2017 Education Summit & Expo

OMNI was proud to once again be a Titanium Sponsor of New York State ASBO’s Annual Education Summit & Expo. Robert McLean, OMNI’s President and CEO, presented “What to look for in a 403(b) TPA”. The presentation highlighted OMNI’s experience as an independent TPA and it’s full suite of administrative services, such as our in-house legal counsel, satisfaction of Universal Availability requirements, online transaction capabilities, and full IRS audit support.

Thank you to all that joined us at the OMNI sponsored dinner event on Sunday night. It was great to visit with our clients and say thank you for the continued opportunity to serve as your TPA.


May, 2017
> Missouri ABSO

OMNI’s Director of Compliance, Zach Keep, and Business Development Manager, Andrea Pursel, represented OMNI at Missouri ASBO’s 2017 Spring Conference. Zach Keep provided a presentation from OMNI called “Are You Protected In The Event of an IRS Audit?” on May 3, 2017. The presentation went over the different topics that OMNI sees most scrutinized by IRS auditors, such as Universal Availability, written Plan Documents and Information Sharing Agreements, and the processing of loans and hardships.


May, 2017
> Washington ASBO

OMNI’s President and CEO, Robert McLean, represented OMNI and presented at the Washington ASBO 2017 Annual Conference on May 12th. The presentation, titled “The “Must Knows” of 403(b) and 457(b) Plans”, goes over details of the topics OMNI receives the most questions on from our clients, including the importance of having a written Plan Document and Information Sharing Agreements in place, the advantages of non-elective contributions for employers, the difference in employee/elective limits and employer/non-elective limits, and the penalties and repurcussions for plan failures.


October 11, 2016
> OMNI Announces New West Coast Operations Office

OMNI is pleased to announce the opening of its West Coast operations office in Concord, California. The office will serve the many new clients coming to Omni through extensive growth as well as long-time clients in California and surrounding States. OMNI’s President and CEO, Robert McLean said, "Having operations personnel in both West Coast and East Coast time zones will provide optimal customer service to plan sponsors and their employees accommodating their schedule." Omni plans to expand its California operations as its clientele in Western States continues to grow.


October 11, 2016
> OMNI Presents at the 2016 International ASBO Meeting

OMNI recently exhibited at ASBO International's Annual Meeting and Expo in Phoenix, Arizona.

In attendance were members of OMNI's management team: Rob McLean, President and CEO; Scott Klotzbach, Director of Remittance; Sarah Breiner, General Counsel; Mark Buckley, Director of Business Development; and Andrea Pursel, Business Development Associate.

On Sunday, September 24, 2016, OMNI presented "What to expect in the event of an IRS audit." Presenters were President and CEO, Rob McLean; Director of Remittance, Scott Klotzbach; General Counsel, Sarah Breiner; and Business Administrator for Highland CSD, Louise Lynch.

Thanks to all that attended.


August 1, 2016
> Andrea Pursel joins OMNI as Business Development Associate

Andrea Pursel has joined OMNI as a Business Development Associate. Andrea studied Business Administration at Fredonia State University in New York with a concentration in Finance. Most recently, she interned at Shults Resale in Dunkirk, NY, working closely with their Financial Manager providing funding assistance and sales support.

We are very excited to have Andrea join the team!


June 15, 2016
> OMNI sponsors 68th Annual NYASBO Conference

OMNI served as the titanium sponsor at the 68th Annual NYASBO Conference in Saratoga Springs, NY. Serving as 403(b) Third Party Administrator to 85% of all New York State school districts, this conference has become an important opportunity to interact with the clients OMNI works with on a day to day basis. In attendance were OMNI President and CEO, Robert McLean; Director of Remittance, Scott Klotzbach; Staff Attorney; Sarah Breiner, Mark Buckley; Director of Business Development, Compliance Manager; Zachary Keep, Assistant Director of Remittance; Brandy Julian; and Remittance Specialist; Jennifer Gunderson. OMNI also sponsored Sunday night’s dinner event.

The OMNI Group thanks NYASBO for many years of support!


May 18, 2016
> OMNI Sponsors Friends of MASBO Award

The OMNI Group sponsored the “Friends of MASBO” award at the 50th Annual MASBO Institute held in Brewster, Massachusetts on May 17th-18th 2016.

Congratulations to Kristen Behnke of Pittsfield Public Schools and Sharon Harrison of Berkshire Hills Regional School District who were honored for their active involvement in the promotion of the MASBO organization.

There to present the award were Awards Chairpersons, Barry Nectow, Canton Public Schools, and Cindy Mahr, Weston Public Schools along with Dan Deedy, MASBO Director, Leominster Public Schools, and Mark Buckley, The OMNI Group, Director of Business Development.


May 13, 2016
> OMNI Gives Presentation on Audits at KASBO

The OMNI Group’s presentation on IRS audits was given at the Kentucky Association of School Business Officials Spring Conference in Louisville, Kentucky. President and CEO Robert McLean led the presentation along with Staff Attorney Sarah Breiner and Director of Business Development Mark Buckley.

Topics covered during the presentation ranged from the audit process to protecting 403(b) and 457 plans from non-compliance and financial penalties and more. If your ASBO organization would be interested in OMNI’s presentation, please contact Mark Buckley at mbuckley@omni403b.com.


April 10, 2016
> Winners of #savein16 Contest Announced

Since earlier this year, OMNI has been running a campaign on our social media platforms called #savein16. Participants shared their ideas to cut down on spending and save more during New Year’s resolution season, using the hashtag #savein16. The contest ran until March 31st and winners were randomly selected and notified shortly after.

Kim Giorgini-Metz of Albion Central School District, Ryan Seidel of East Valley School District and Marc Hamlin of West Greenwich Regional School district all received great prizes. You can visit OMNI’s social media pages on Facebook and Twitter (@omni403b) to view the results.


January 29, 2016
> Sarah Breiner joins The OMNI Group as Staff Attorney

The OMNI Group has hired Sarah Breiner as Staff Attorney. As Robert McLean steps into his role as new President and Chief Executive Officer, Sarah will be taking on many of Rob’ previous responsibilities and will work on expanding the scope of OMNI's capabilities. Mr. McLean stated “We’re excited to have Sarah join our team. She brings a tremendous skillset to OMNI that will further enable us to serve our clients in the best possible fashion and expand our services and footprint in our industry.”

Ms. Breiner has been practicing law for over 7 years and comes to OMNI from a Rochester New York law firm where she handled commercial litigation matters. Sarah stated, “I am excited to start a new challenge at The OMNI Group, and look forward to working with the team to further its successes as a leading third party administrator in its field. I am fortunate to be joining such a respected company that prides itself on top quality service.”


January 7, 2016
> Robert McLean to Lead The OMNI Group

The OMNI Group announced today that Robert McLean has been named as the new President and Chief Executive Officer. Previously, as Vice President, Rob also served as General Counsel and Chief Compliance Officer and played a key role in developing 403(b) and 457(b) plan documents, as well as managing OMNI’s compliance department. He has also been an industry spokesperson, serving on various national committees and forums.

Mr. McLean replaces Nina Rovinski, who has retired as President and Chief Executive Officer. She joined OMNI in 1999 and in her prior roles during this time, including Chief Operating Officer; Nina headed the overall administration of business operations, technology and quality control procedures, significantly contributing to OMNI’s development and success.


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