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  Employer Plan Info.
To view information specific to your employer, select your state then begin typing the name of your employer into the Employer Name field. When the name of your employer appears in the options area, click on its name to select it.

OMNI® Value:

  • A team of top professionals with extensive experience in administrating 403(b) plans
  • Complete independence with no inherent potential for conflict of interest
  • Support that is knowledgeable and easy to contact
  • Tools and training to help you manage Universal Availablity
  • Salary Reduction Agreements (SRAs)
  • Non-elective Contributions
  • Compliance monitoring for distributions, loans, hardships, etc.
    Customer Care

  • Provides prompt service to plan participants and their advisors addressing a wide array of 403(b) related questions.
  • Typically resolves common concerns within one conversation.


  • Trains and prepares each new organization to start remitting with OMNI® which includes a conference call reviewing all the steps that must be completed through implementation.

  • Works to ensure that 403(b) plans operate in accordance with applicable IRS regulations.
  • Monitors contribution limits.
  • Provides and archives Salary Reduction Agreement (SRA) forms.
  • Processes transaction requests for plan participants.


  • Serves as common remitter on behalf of the Employer to promptly remit all funds to the appropriate Participating Service Providers.
  • Provides ongoing assistance, guidance, and information to payroll and administrative staff.

    Service Provider Team

  • Processes participant and retiree 403(b) & 457 plan disbursement requests such as loans, hardships and rollovers to ensure compliance with all IRS regulations and plan rules.

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