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The Second Time Is The Charm
  Release Date: 09/09/2010

In this video testimonial, Mr. Terry Dean, Executive Director of Finance Las Cruces Public Schools and President of the New Mexico Association of School Business Officials discusses experiences with his past TPA and how OMNI stepped in and proved that a true partnership makes all the difference. Click on the image to start the video.

omniMy customer experience was outstanding...
Release Date: Thursday, July 28, 2016

I wanted to share what an amazing experience I had recently when I needed to rollover my 403b account to the CT Teachers Retirement Board. Michele Smith, one of your employees, was incredibly helpful and responsive to my "million" questions. She even helped me decipher which Voya form to use. She answered every question in a timely and courteous manner and was so patient with my multiple emails and phone calls to ensure I was on the right track. Michele is a wonderful representative for your company. My customer experience was outstanding thanks to her responsiveness and customer service mentality. I am telling everyone here in the Greenwich Public Schools about my experience. THANK YOU Michele!

Ellen Flanagan, Deputy Superintendent Greenwich Public Schools
omniI can’t send enough praises on how wonderful and helpful they are in every way
Release Date: Friday, November 13, 2015

I am sending you this email to let you know how wonderful your staff is at OMNI. I am in contact with Cindy Baskin and Amy Wunderlich and I can’t send enough praises on how wonderful and helpful they are in every way. They are extremely knowledgeable and patient. I am privileged to work with them and very grateful for their patience and kindness.

Maria Cavallero, Hempstead Public Schools
omniI would definitely recommend Omni Group for your financial needs...
Release Date: Thursday, October 01, 2015

Attending the NMASBO Fall Conference I had the pleasure of meeting Scott Klotzbach with Omni Group. It was nice to meet such personable and professional staff to answer all your questions. I would definitely recommend Omni Group for your financial needs... Scott was quite a gentleman and a definite man of his word. I look forward to talking to him in the near future.

Sabrina Bierner, Business Manager Truth or Consequences Schools
omniI just wanted to say what a pleasure it was to visit your website and get an approval for a 403b distribution in a very timely manner.
Release Date: Wednesday, March 04, 2015

I just wanted to say what a pleasure it was to visit your website and get an approval for a 403b distribution in a very timely manner. I was amazed at how quickly and painless this was. Now if you can get other TPA ‘s on the same band wagon that life would be a piece of cake. Anyway I just wanted to share how my delightful experience was.

Vashanti Mehta, Director of Operations, Weath Solutions
omniShe was kind and professional...
Release Date: Tuesday, March 18, 2014

Lwam Tecleab was so very helpful in resolving a conflict that no one else in the past several weeks would help me with. She was kind and professional and worked to solve the problem and not just pass me off. You are lucky to have her.

Karen Carraro, Mineola UFSD
omniI had the pleasure of receiving excellent service...
Release Date: Monday, July 01, 2013

A few hours ago I had the pleasure of receiving excellent service. I had a client come to me with a very short deadline and I in-turn had to ask for help and unusual service from OMNI. We faxed completed forms to OMNI and I then followed up with a call a couple of hours later. I spoke with Evan and then after pushing the issue, Patricia his supervisor. The reason I am taking time to write this is that while I felt or experienced the strict adherence to procedures and rules for handling paperwork I also received understanding and compassion to help our client. The balance of procedures, compassion and common sense has become unusual in the financial industry. You are to be congratulated for the way your team handled this request. Thank you I am now an OMNI advocate.

Ron Young
omniYour work is always exact, timely, and completed with good cheer
Release Date: Friday, October 26, 2012

I have the pleasure of dealing with your organization on a regular basis. I just wanted to let you know that I deal with so many company's when transacting business, and I can not say enough how great it is to work with OmniGroup. Your work is always exact, timely, and completed with good cheer and professionalism. People on the service provider team like Kate, and especially Eric, and everyone else are always attentive and they always get it right. My only complaint about them and the others on the team is that I can not clone them and send copies of them out to other organizations I deal with. They all deserve big raises and big praise, because they are wonderful to work with. Thank you for being such a great organization and for helping me to traverse the sometimes tricky terrain that is the 403b universe. The pleasure is always mine!

Kevin Conroy, Financial Services Representative
omniOmni wins hands down!
Release Date: Friday, October 26, 2012

As an advisor and avid 403 b advocate I use many TPA services for my multiple districts that I work in Michigan and I wanted to extend my compliments to the Omni Group. I feel that all TPA service companies do a good job but Omni wins hands down. My directions and wishes are always handled accurately and the service provider team is fantastic when it comes to dealing with my phone calls. I also feel your online SRA is also superior in this market place.

As someone who always wanted things done yesterday Omni is very patient with me and at the same time helps get things done faster than most of their TPA competitors.

Nice work, keep it up!!

Daniel D. Miller, Retirement Benefits Specialist
omniOMNI is the one I enjoy working with the most...
Release Date: Friday, August 10, 2012

As a financial advisor in California, we work with several TPA’s for the school district’s and I wanted to let you know that of all of them, OMNI is the one I enjoy working with the most. Your organization seems to be more efficient and professional than the others and it is always a pleasure to interact with your staff.

My recent call was to Kate who was very helpful and polite and wish you would pass on my thanks to her for a job well done.

Jeff K. (CFS)
omniIt is comforting to know you can actually speak to a person who is patient and understanding...
Release Date: Monday, July 02, 2012

I am a retired teacher and Omni is the group that deals with my 403b distribution to my mutual fund company. I have been retired for eight years and have used my 403b for many reasons in that time. I was not comfortable when the district I worked for began using Omni as its representative because it seemed like a more complicated process than necessary. In fact, when I was told of the time it would take to get my distribution, I was a little upset. As it turns out, it did not take as long as expected and I was very satisfied. Since that time I have taken at least ten distributions. I was told to call between 24 and 48 hours after the fax was sent to acknowledge receipt of the request. Every time I called, I was told that it was received and because I had all my paper work in order, the request was already sent out. The reason I am writing now, is due to a few glitches in the process. None of these glitches were Omni's fault, but the representatives were extremely helpful and worked with me to solve any problem. Paperwork was found and re-faxed and everything has been taken care of. In a world of talking to machines, it is comforting to know you can actually speak to a person who is patient and understanding. Thank you and all of the staff at Omni

John M., Participant
omniI sincerely appreciate the leadership that you provided...
Release Date: Wednesday, April 18, 2012

Enclosed please find P3 enrollment forms for the Frontier Central School District. All of Frontier's current 403(b) service "providers" are included on the P3 list you provided. As such, Frontier wishes to commit to Option B- Exclusive Preferred Provider program at this time.

I sincerely appreciate the leadership that you provided to Frontier (and all of the other local area school districts) regarding this matter. During these challenging and difficult fiscal times, it is remarkable that you were able to shift the administrative costs for the 403(b) program back to the carriers. Your efforts are greatly appreciated!

Rick Binner, Asst. Supt. for Business, Frontier CSD
omniWe very much appreciate all of your employees at OMNI...
Release Date: Tuesday, April 10, 2012

We very much appreciate all of your employees at OMNI and are always greeted with enthusiasm, all transactions are processed timely, and the general professionalism that OMNI portrays is always amazing. There has honestly never been one person that I have spoken to that has disappointed me. Erik, Steve, Wendy, Josh, Erika, Kristin, Zach…are wonderful. I am probably forgetting people and that makes me feel guilty, but your entire staff is great! …thank you very much for processing the rollover I faxed this morning so quickly. OMNI never ceases to amaze me and I am very appreciative that it was so fast. I asked for it to be rushed, and it was super fast! OMNI has been super fast with everything lately, but again, I wanted to thank you for your hard work and dedication. It truly is appreciated. Here at Consolidated Financial, we literally only recommend OMNI group; to every school district. We never have issues with OMNI and love working with such diligent, hard working, intelligent people.

Shannon LaBarre, Account Specialist Consolidated Financial Corporation
omniYour professionalism and knowledge were refreshing!
Release Date: Thursday, March 29, 2012

Michelle (Omni Call Center Representative)– Thank you so much for assisting me with my questions regarding your new P3 platform. You took a great deal of time out of your busy day to assist me. Your professionalism and knowledge were refreshing!!

Robert Hayes Financial Advisor, Edward Jones
omniI would like to extend my thanks and gratitude to our friends/ service team at the OMNI group…
Release Date: Monday, December 12, 2011

In the spirit of Thanksgiving, I would like to extend my thanks and gratitude to our friends/ service team at the OMNI group. OMNI is an amazing TPA. Every time I call; I am greeted with energy, enthusiasm, and respect. I did compliance and human resources for a MI based TPA for 3 years…, and I know what it is like to be yelled at, demeaned, disrespected and blamed for all the world's woes. I know that people's frustration comes from not understanding the IRS regulations imposed on 403(b) retirement accounts, but none-the-less, it is a difficult job sometimes to even know what the rules and regs are, much less try and explain them to clients…

I just wanted to say thank you to your awesome team, and let you know that we appreciate you and the diligence that your team dedicates to servicing their client's needs.

I have dealt with many people at OMNI, most on a daily basis, and I just wanted to name a few people who have gone above and beyond, on more than one occasion, to help expedite or resolve an issue. I talk to Erik Hyde and Steve Henry frequently, always a pleasure. Also, I would like to mention Heather, Amy, and Kris Clements to let you know that it has never been anything but pleasant experiences with your entire staff. There is not one person that has ever displayed frustration (even if they are), or irritation, although I KNOW a lot of times, these transactions ARE irritating.

We are so quick to complain about issues in this day and age, and I just wanted to take the time to send an email to say that your staff should get a pat on the back! My company and myself will continue to support and recommend OMNI to any district looking to obtain a, or change their, TPA.

Again, thank you for all your help, dedication and hard work. It DOES NOT go unnoticed. You CAN tell when someone is smiling through the phone. So THANK YOU OMNI GROUP, for always smiling and helping with our needs as a vendor and client.

Have a wonderful Thanksgiving, you all deserve it.

Shannon L., Service Provider
omniShe made my day!!!!
Release Date: Thursday, November 10, 2011

...just got off the phone with Amy and she was very helpful and patient with me, plus I had fun. It was nice to talk to some one who wasn't like a robot but human. She made my day!!!!!

Bev, plan participant
omniEric went above and beyond...
Release Date: Thursday, November 10, 2011

...wanted to pass on a compliment for Eric Hyde - he has helped me with a case for one of our mutual clients that has been complicated and frustrating our client. Eric went above and beyond to help me with this - he is a great representation of your groups commitment to customer satisfaction.

Caron, Service Provider
omniShe handled my request professionally and courteously...
Release Date: Thursday, May 26, 2011

Occasionally I have the opportunity to be helped by a person who is willing to go the extra mile and take the time ro research all the avenues available.

Recently, after I received several different answers to the same question, I had the opportunity to speak with your employee, Amy Huppe. She handled my request, professionally and courteously and took the time to help me arrive at a satisfactory conclusion for the benefit of my client.

It's unfortunate that one doesn't often take the time to commend someone like Amy. Please let her know that her response and assistance was appreciated.

E. Vespa, participating service provider
omniExcellent service...
Release Date: Friday, May 13, 2011

I just wanted to take a moment to compliment your organization on the excellent service I have received from your associates over the past couple of years. Eric and Kate, specifically, have always been very helpful and demonstrate a level of professionalism that I don't often see.

Bill H. Service Provider
omniI am happy to express in writing the good experience I have had working with OMNI...
Release Date: Thursday, April 14, 2011

I am happy to express in writing the good experience I have had working with OMNI. In particular, Zachary Keep is always helpful and quick to respond whenever I have needed to contact him. We have not used a third-party administrator in the past so I was not sure what to expect. I really appreciate that we have been assigned permanent contacts (Zachary Keep & Kristin Clements) so that we are not dealing with a different person each time we contact OMNI.

Take care,

Joanne W., Plan Sponsor representative
omniAn absolute pleasure...
Release Date: Thursday, March 10, 2011


An absolute pleasure to speak with you this afternoon.

Thank you for your assistance with one of my client accounts. As I mentioned I worked with several other plan administrators over the 10 years and The OMNI Group is head and shoulders above the rest!

Everyone that I have ever spoken with has been knowledgeable, professional and easy to work with.

Thank for the fine work you do and keep up the good work.

Best regards,

Phil, (Certified Financial Planner)
omniI find myself compelled to write this letter of recommendation...
Release Date: Monday, November 01, 2010

I find myself compelled to write this letter of recommendation for two of your employees, Linda Barbeau and Jennifer Spoth, both of whom have shown tremendous customer service skills during the time Geneva City School District has been contracted with OMNI. At first, I dealt with Linda – her quick response to any and all questions during the initial learning process helped ensure that set-up and implementation went smoothly. Her patient willingness to listen and helpful guidance has been a valuable tool for me and my District. She continues to display the same characteristics as when I first began contacting her, OMNI is fortunate to have her as their liaison – she’s a wonderful representative for your company.

Jennifer has filled in for Linda from time-to-time and she’s been very helpful in stressful situations. Her customer service skills are stellar. Jennifer never hesitates to go out of her way to help, no matter how often I’ve contacted her with requests. She works tirelessly to see a problem through and I giver her credit for this wonderful trait.

This letter is my way of saying thank-you to both Linda and Jennifer, each of whom has conveyed a genuine sense of concern for my needs. I’ve been very satisfied with their assistance every year. I look forward to the coming years – together each has established a wonderful rapport with me that translates into a greatly productive working relationship.

In appreciation,

Connie (Bezanski) Nardozzi, Benefits Office, Geneva City School District
omniI do not posses the eloquence to properly convey our satisfaction with The OMNI Group...
Release Date: Monday, August 16, 2010

During the fall of 2008, as we were implementing the new 403b regulations, we selected a company to serve as our Third Party Administrator (TPA). We selected the company based upon their credentials and a demo of employee web portal. At that time, references were good but limited because the new regulations were not yet in effect. Immediately after the regulation "go live" date, we started experiencing problems with our selected TPA. Within 90 days of the regulation effective date, we informed the TPA that we would no longer remit the money through the TPA but would remit payment directly to the investment providers.

After several months of trying to fix the TPA remittance problems we started looking for a new TPA. But where do we start looking for another TPA? We started by looking on the internet and blogs asking people who they were using and who was doing a good job. We learned that we were not the only company that was experiencing problems with a TPA. The one name that was mentioned by several people as a reliable TPA was The OMNI Group. After being so severely burned with the first TPA, I directed my staff to do a thorough search and "dig up dirt" on The OMNI Group. They searched the internet for days and found nothing bad to report. At that point, we contacted The OMNI Group. Needless to say, we were very careful about entering into another relationship with a TPA. After three months of discussion with OMNI, we terminated the contract with the original TPA and signed a contract with OMNI.

During the implementation period, OMNI was very responsive to our every question and concern. After our previous relationship, we had a lot of "concerns". They were very patient with us and explained every step of the process thoroughly. Our implementation was very smooth and the first payroll with OMNI was flawless.

Recently, I learned of a provision in our plan document that needed correction. To remedy the issue, OMNI's legal department helped us draft a new plan document and that document was adopted by our Board of Education.

I do not posses the eloquence to properly convey our satisfaction with The OMNI Group. They do the job right the first time and their customer service is superb. I know the difference between a good and bad TPA, The OMNI Group is an excellent

Terry S. Dean, CPA,Executive Director of Finance - Las Cruces Public School
omniThank you for preparing, presenting, and sharing your expertise...
Release Date: Monday, August 16, 2010

Thank you for preparing, presenting, and sharing your expertise in your workshop titled Where’s My Money at our July 19-23 Summer Business Management Workshop (SBMW) in Albany. Your information was well received by our members.

We at NYSASBO and our members are most appreciative of your willingness to be part of our professional development programs. Your dedication to life-long learning leads us all to success.

Donna Clement, Director of Professional Development
omniIt is such a pleasure...
Release Date: Monday, August 16, 2010

It is such a pleasure to deal with an entire organization that is so reliable and a pleasure to speak with.

Jodi Hirschman, Participant
omniThanks for all of your efforts...
Release Date: Monday, August 16, 2010

Thanks for all of your efforts in getting Vanguard and Fidelity to sign the ISA's. I'm very happy to keep Vanguard. Great job!

Joe Marmo, Senior Network Technician, West Irondequoit CSD
omniIf your business is looking to choose a TPA, then OMNI is a great choice....
Release Date: Monday, August 16, 2010

The Syracuse City School District chose OMNI Group as our 403(b) Third Party Administrator based on their integrity and presentation as our partner, not just our administrator. Within the first 3 months of selecting OMNI, we understood the importance of having a partner and not just an administrator.

OMNI coordinated a vendor fair for our 4,400 employees bringing all of the investment firms in one place for employees to compare alternatives. Although the new legislation enacted for January 2009 significantly altered and limited 403(b) offerings to employees, this open forum set up by OMNI eased the transition for staff. We successfully re-signed nearly 100% of participating staff.

OMNI met with us multiple times to educate our staff, draft correspondence to employees, establish data transfer protocols and convert nearly 2,000 employee 403(b) payroll deductions.

Since then, OMNI has met with us quarterly and resolved issues as they occur via phone. In the early stage of this transition, one vendor was not providing satisfactory customer support to the District or its employees. OMNI stepped up and within one day resolved the issues with this vendor that had dragged on for several weeks. If your business is looking to choose a TPA and a long term partner who puts your business first, then OMNI is a great choice.

Suzanne Slack, Chief Financial Officer, SS/keh
omniThanks for the communication ...
Release Date: Monday, August 16, 2010

Thanks for the communication and the web site to see that my 403b is ok, and that I am not at jeopardy.

Anne Schillinger, Teacher - Arlington School District
omniThank you for your prompt attention...
Release Date: Monday, August 16, 2010

I thank you for your prompt attention to this matter. OMNI has done a wonderful job of preserving the integrity of the 403(b) market. We appreciate your efforts to finalize information sharing agreements. We realize a lot of work went into that.

Donald E. Romeo, RFC Compass Capital Management
omniWe rely heavily on the professionals at OMNI...
Release Date: Tuesday, April 06, 2010

Boise Independent School District contracted with OMNI Group in December 2008 to act as a third party administrator of the District's 403b & 457 plans and to assist with compliance regulations being imposed by the IRS regarding 403b plans.

On behalf of Boise Independent School District, I would like to express how pleased we are with the services provided by OMNI Group. I personally found the professionals at OMNI Group to be extremely helpfull and detailed regarding the setup and implementation process. The District continues to be very satisfied with the level of on-going service provided each month.

We rely heavily on the professionals at OMNI Group to be very knowledgeable in the 403b business and to provide us with assistance as it relates to compliance and monthly remittance. The District maintains a daily communication with OMNI Group via the secure email system. Questions and concerns that may arise are always addressed in a prompt, professional manner.

I would not hesitate to give OMNI Group the highest recommendation. Please feel free to contact me.

Sheila Hall, Payroll Manager - The Independent School District of Boise City
omniTheir customer service sets the bar for others to reach...
Release Date: Wednesday, April 25, 2007

I have had the opportunity to both know and work with OMNI for many years, both as the Assistant Superintendent for Management Services of the Delaware-Chenango-Madison-Otsego Board of Cooperative Educational Services and now as the Executive Director of the New York State Association of School Business Officials. Throughout this time OMNI has always been very responsive to customer needs. They have always gone above and beyond normal expectations. Their customer service sets the bar for others to reach.

In addition to providing excellent customer service, they have also always been on the cutting edge of new directions in their industry. They have continually kept abreast of upcoming issues in their field and worked with the IRS, attorneys and other relevant parties to provide the most current information and lead their clients in the appropriate directions.

The third fact that is critical to providing customer service in this field is that OMNI is independent from any sales of 403(b)’s etc. This creates a very strong comfort level when receiving services from them. OMNI is also a company that stands behind their work fully. They provide full indemnification for what they do.

When you look at the leadership that OMNI has provided, its level of customer service and the fact that it guarantees its work, I would highly recommend OMNI to any organization.

Deedrick Bertholf, Executive Director NYSASBO
omniOMNI saved us a minimum of two staff days per month...
Release Date: Tuesday, April 05, 2005

The OMNI Group has been the Dry Creek Joint Elementary School District third party administrator for our 403(b) and 457 programs since January 2002.

Our initial startup with OMNI was extremely smooth and easy. They provided clear procedures and the necessary forms to assure Internal Revenue Service compliance. An audit of our existing program was completed to identify deficiencies and make suggested methods of correction to ensure compliance. This audit was completed within one day resulting in minimal impact to our operations.

Our district has found OMNI to be exceptional in responsiveness to all inquiries. Inquires are handled quickly, professionally and with a desire to support our District. Furthermore, OMNI is proactive to ensure compliance by informing the District well in advance should an individual employee be projected to exceed the maximum annual contribution limit.

Due to OMNI as our third party administrator we estimate savings to be a minimum of two staff days per month. The time savings result from processing a single vendor and point of contact rather than 40 different vendors with multiple accounts and mailings.

Having the OMNI Group as a third party administrator has further allowed the Dry Creek District to focus our time, efforts and resources on of core function of improving student academic achievement.

Roger Van Putten, Director of Fiscal Services - Dry Creek Joint Elementary School District
omniNo more invoices to cross check, no more checks to print...
Release Date: Monday, April 26, 2004

The Winslow Township Board of Education contracted with The OMNI Group in June 2003. We hired the OMNI Group to provide compliance and remittance services for our 403(b) Tax Shelter Annuity Plans offered at Winslow.

The initial set-up with OMNI was an overwhelming task for a District our size. However, the OMNI Group staff were extremely helpful in guiding us through the process.

The end result is wonderful: No more invoices to cross check, no more checks to print - just the satisfaction of knowing that our accounts are being processed and monitored by a group of outstanding professionals.

It is with great pleasure that I offer my recommendation for The OMNI Group to become an Associate Member of the New Jersey School Boards Association.

Amy Capriotti, Assistant Business Administrator - Windslow Township Board of Education
omniMy ability to use you as a resource has also been invaluable...
Release Date: Tuesday, March 16, 2004

I would like to take this opportunity to thank you and The OMNI Group regarding your compliance audit of our District’s tax shelter annuities and for the ongoing service you provide.

Your willingness to attend Board of Education and bargaining unit meetings to explain the process and compliance issues is most appreciated. My ability to use you as a resource has also been invaluable considering the increased responsibility of my position. I feel more confident administering our program as a result of your company’s knowledge and support in the area of tax shelter law.

The Southampton School District looks forward to a continued business relationship with The OMNI Group.

Geraldine L. Schwab, Assistant Superintendent for Business
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