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EXPERIENCE
OMNI remits to 250 Investment Providers on behalf of 322,500 participants resulting in over 1.4 billion dollars in contribution funds forwarded to Investment Providers annually. Our team approach allows us to handle approximately 89,000 transactions, 106,000 Salary Reduction Agreements and 108,000 calls a year. OMNI has successfully handled numerous IRS audits for clients nationwide on a regular basis.

Since 1996, OMNI has provided comprehensive independent third party administration with world-class compliance, remittance and customer support services. Today, nearly 3,000 plans rely on our state-of-the-art compliance software platform as well as our comprehensive administrative services to better accommodate current, retired, and part-time participants.

PROTECTION
With increasing and ever-changing IRS regulations, keen oversight is crucial. A failure to understand regulation and handle compliance issues properly could prove costly. In addition to providing input on any concerns you may have, OMNI maintains real-time awareness of the regulatory environment, helping to ensure that your plan is kept up to date and compliant. OMNI provides in-house legal counsel free of charge.

Our client services agreement and the investment provider information sharing agreement (ISA) provides client indemnification, which includes errors and omissions insurance that protects an employer in the amount of $5,000,000. Our ISA also provides a $10,000,000 crime policy.

SERVICE AND SUPPORT
OMNI utilizes integrated support teams to develop, protect and manage your plan. Our world-class services include: Plan document creation and customization, transaction processing, compliance monitoring, in-house call-center, online forms submission and dedicated compliance and remittance specialists assigned specifically to your account. OMNI will also take the lead in the event of an IRS audit.

EDUCATION
Our Financial Wellness Center serves as an educational resource providing a variety of tools to assist in learning more about retirement savings and managing personal finances. Calculators, videos, and informative content are available to help guide the retirement planning process.

The Financial Wellness Center is a resource that also enables a plan sponsor
to better satisfy the IRS regulation regarding Universal Availability.
>   In business over 20 years
>   Largest 403(b) & 457(b) Independent Third Party Administrator in the country
>   Servicing nearly 3,000 plans
>   In-house legal counsel provides full support in the event of an IRS audit
>   Fully indemnifies plan sponsors for plan administration errors
>   Signs off on all plan transactions
>   In-house call center
>   Online forms & online transactions
>   Dedicated specialists to handle specific questions and concerns
>   Education for your employees about the benefits of a retirement plan
>   Multiple materials to fully satisfy the IRS regulation regarding Universal Availability
OMNI P3 and OMNIOnline are service marks of Omni Financial Group, Inc. DBA U.S. OMNI  | ©2017 Omni Financial Group, Inc.   ALL RIGHTS RESERVED
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