U.S. OMNI

Financial ServicesNew York, United States11-50 Employees

U.S. OMNI is an independent third-party administrator focused on administering and monitoring compliance for 403(b) and 457(b) retirement savings plans for governmental and non-profit employers. Based in Rochester, New York, the firm has more than 19 years of experience and operates as a small to mid-sized company with a national reputation. Each client is supported by a dedicated team of specialists and an interactive web portal for employers, payroll personnel, and employees.

The firm handles plan document creation and maintenance, supports universal eligibility, and conducts ongoing compliance reviews to ensure adherence to applicable laws and regulations. It maintains information sharing agreements with more than 250 providers and offers online management of features such as loans, hardships, exchanges, Roth contributions, and employer contributions, along with in-house counsel, IRS audit support, and Errors and Omissions insurance.

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