*Please note that investment providers not found on the list of P3 providers usually can be accessed through one or more aggregators. An aggregator typically offers both loans and financial hardship distributions whereas certain popular providers may not. In short, although P3 limits new accounts to your selected P3 investment providers, the fact is that almost all providers remain accessible.
Corporate staff are able to designate one or more local representatives to service available payroll slots. These representatives’ names, contact information, and photographs are then displayed on the plan page of each organization.
Many employees seeking to enroll in a 403(b) plan begin the process on OMNI’s webpage, and may elect to provide their contact information to P3 providers through the completion of an online form. This information is supplied to designated contacts, enabling field staff to reach out and complete the enrollment process.
P3 providers have the unique ability to streamline the enrollment process for new participants. Our IT staff stands ready to assist with the pre-population of your online enrollment paperwork utilizing information pulled from our cutting-edge Salary Reduction Agreement (SRA) form.
P3 providers may supply a short message illustrating the value of their company to prospective participants. This language will appear as a mouse over ‘pop-up’ on every plan page.
P3 provider applicants are evaluated on numerous criteria ranging from errors and omissions coverage and indemnification policies to pending litigation and customer service design. This review process can foster stronger confidence on the part of plan sponsors.
Completion of the Request For Information (RFI) is the first step toward entry into P3. Prospective applicants are encouraged to review the files below, and contact us at 877-544-6664 for more information on how to proceed with the application process.