Financial Wellness Center
P3 Benefits
- Significant cost savings – No hidden fees
- Includes over 35 leading 403(b) investment providers with options to accommodate all participants
- Investment providers awarded P3 status after thorough examination completed through an independent committee’s due diligence process
- Approximately 90% of all major investment providers participate in P3
- Streamline enrollment capability to allow easy investment provider account establishment and completion of SRA to begin contribution
The steps taken to develop the program:
- Advisory Committee made up of School Business Officials hired a national consultant to develop a Request for Information (RFI)
- Committee identified over 80 criteria from which it evaluated investment providers, including errors and omissions coverage and indemnification policies to pending litigation and customer service design
- RFI Application was sent to over 200 investment providers
- Advisory Committee evaluated and scored responses from investment providers
- Most major investment providers met or exceeded criteria in RFI
OMNI P3 Providers
- American Century Investments
- American Fidelity Assurance Co.
- Ameriprise Financial Services, Inc.
- Aspire - IPX*
- ASPire Financial Services LLC*
- Brighthouse
- Chemung Canal Trust Co.
- Confidential Planning, LLC
- Corebridge Financial (formerly AIG/VALIC)
- EFS Advisors
- Equitable (formerly AXA)
- Fiduciary Trust Co. of New Hampshire
- FinPath (available through TCG Administrators)
- FSC Wealth Advisors*
- Global Atlantic Financial Group
- GLP Investment Services, LLC
- GWN Securities, Inc,*
- Horace Mann Insurance Company*
- Invesco OppenheimerFunds
- Kades-Margolis
- Lincoln Financial Group
- Lincoln Investment Planning, Inc.*
- Mass Mutual Financial Group
- MEA Financial Services
- MetLife Resources
- Midland National
- Mutual Inc.*
- National Life Group (LSW)
- New York Life Insurance & Annuity Corp.
- Oldham Resource Group, Inc.*
- Orion Portfolio Solutions, LLC
- PenServ SmartSAV (formerly Foresters)
- PFS Investments Inc/Primerica
- PlanMember Services Corporation*
- Security Benefit
- Sgroi Financial LLC*
- Siracusa Benefits Programs
- TEG Federal Credit Union
- The Legend Group
- Thrivent Financial for Lutherans
- TPX - Teachers Pension Exchange*
- Vanguard
- Voya Financial
*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.
Quick Links
Local: 585.436.OMNI (6664)
Toll Free: 1.877.544.OMNI (6664)
New York Office:
220 Alexander Street
Suite 400
Rochester, NY 14607
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