Why OMNI?

Ryan Phillips
Business Development Manager
West Coast Representative
rphillips@omni403b.com
877-544-6664 x181

Mark Buckley
Director of Business Development
East Coast Representative
mbuckley@omni403b.com
877-544-6664 x170

Over 20 years of TPA experience, servicing nearly 3,000 plans
In-house legal counsel that provides full support in the event of an IRS audit
Full indemnification for plan administration errors
Plan transaction sign-offs
In-house call center
Online forms & transactions
Dedicated account specialist to handle any and all concerns
Education for employees on the benefits of retirement savings
Multiple materials to fully satisfy the IRS regulation regarding Universal Availability