Our service is customized to each client's particular needs and requirements. This includes creation of a plan document according to your specifications,
approval of loans, hardship withdrawals, and transfers in accordance with your plan document. We have extensive experience representing 403(b) plan sponsors in IRS audits. In fact, every plan audited by
the IRS to date for which OMNI was the TPA has had a successful outcome.
Toll-free: 1.877.544.OMNI (6664)
Monday through Friday
7:30am to 8:00pm Eastern
Service Provider Documents: 585.756.5557
1099 Jay St. Bldg. F, 2nd Floor Rochester, NY 14611