Financial Wellness Center
Why OMNI?
Ryan Phillips
Business Development Manager
West Coast Representative
rphillips@omni403b.com
877-544-6664 x181
Nicole Cleaver
Business Development Manager
Midwest Representative
ncleaver@omni403b.com
877-544-6664 x110
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
For more information, contact your appropriate representative.
Quick Links
Local: 585.436.OMNI (6664)
Toll Free: 1.877.544.OMNI (6664)
Headquarters:
220 Alexander Street
Suite 400
Rochester, NY 14607
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