Information Sharing Agreements:
OMNI works closely with both our clients and their selected Service Providers to provide the highest quality service possible. This entails exchanging confidential information between parties quickly and securely. To help ensure that this flow of communication happens smoothly, OMNI obtains Information Sharing Agreements (ISAs) with the Service Providers with whom we do business.
An ISA is a written agreement which establishes the understanding between a service provider and The OMNI Group that they will share information with each other which may be necessary for administering compliance to regulations that govern 403(b) and/or 457 plans.