The OMNI Group
The OMNI Group is an independent third-party administrator providing fee-based 403(b) and 457(b) retirement plan administration, compliance, and participant portal services to public schools, hospitals, non-profits, and their employees and financial advisors.
- Company typePrivate
- Founded2021
- HeadquartersRochester, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What The OMNI Group does
The OMNI Group, operating legally as OMNI Financial Group, Inc. and doing business as U.S. OMNI & TSACG Compliance Services, is an independent third-party administrator (TPA) specializing in 403(b) and 457(b) retirement plan administration. Founded in 1996 and headquartered in Rochester, New York, the company serves employers in the public education, hospital, and non-profit sectors that sponsor tax-advantaged retirement plans, along with the employees participating in those plans and the financial advisors who manage participant accounts. The company explicitly does not offer financial advice, recommend investments, or receive commissions, positioning itself as a conflict-free administrator.
Its core technology is the OMNIOnline secure web portal, a unified platform through which plan participants manage contributions and transactions, employers administer plans and access compliance resources, and financial advisors monitor client accounts. Complementary products include the OMNI P3 (Preferred Provider Program), which connects employers with approved investment providers; HR Compliance Services for IRS regulatory adherence; a Financial Wellness Center for participant education; and standardized online transaction forms. The company charges an administrative fee — paid by the employer, employee, investment provider, or a combination — with no commission-based component, and fees do not vary by investment product or provider. Since 2021, OMNI has operated as part of the U.S. Retirement & Benefits Partners (USRBP) family following the integration of TSA Consulting Group (TSACG).
The OMNI Group firmographics
Firmographics- Name
- The OMNI Group
- Legal name
- OMNI Financial Group, Inc.
- Website
- https://omni403b.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- The OMNI Group is an independent third-party administrator providing fee-based 403(b) and 457(b) retirement plan administration, compliance, and participant portal services to public schools, hospitals, non-profits, and their employees and financial advisors.
- Ownership category
- akta.pro rank
The OMNI Group industry classification
Industry- Product category
- Retirement Plan Administration Services
- NAICS
- Insurance and Employee Benefit Funds (5251)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
- akta.pro secondary industry
- Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)
Keywords
Where The OMNI Group is headquartered
LocationHeadquarters
- HQ city
- Rochester
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The OMNI Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Administrative Fee Services: OMNI charges an administrative fee for its services that is paid by the employer, employee, the employee's investment provider or a combination thereof. The company does not receive any commission-based fees and fees do not vary based upon investment product or provider.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Other | Administrative fee for 403(b) and 457(b) plan services |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels6 records
The OMNI Group product offering
Product offeringCore offering
The OMNI Group is an independent third-party administrator that administers 403(b) and 457(b) retirement plans for public schools, hospitals, and non-profit organizations. It delivers IRS compliance monitoring, plan document customization, transaction submission and approval, and participant servicing through its OMNIOnline secure web portal. The firm charges administrative fees rather than commissions and does not provide investment or financial advice.
Product overview
The OMNI Group (U.S. OMNI & TSACG) operates as an independent third-party administrator offering a unified platform for 403(b) and 457(b) retirement plan administration. The company provides OMNIOnline as its primary digital platform, complemented by OMNI P3 (Preferred Provider Program) for investment provider management, a Secure Portal for participant and employer access, HR Compliance Services for regulatory adherence, Transaction Forms for administrative actions, and the Financial Wellness Center for employee education. All services are integrated under the U.S. Retirement & Benefits Partners (USRBP) family following the 2021 merger with TSA Consulting Group (TSACG). The company does not offer financial advice but charges administrative fees paid by employers, employees, or investment providers.
Differentiator
Problem solved
Functional benefit
Brands
- OMNI P3: Service mark referring to OMNI's Preferred Provider Program (P3) for employers.
- OMNIOnline
Products and services
- 403(b) Plan Administration Independent third-party administration of 403(b) retirement plans for public schools, hospitals, and non-profit employers, including IRS compliance monitoring, plan document customization, transaction submission and approval, and ongoing participant servicing. Designed for employers that sponsor 403(b) plans and need conflict-free, non-commission-based administration.
- 457(b) Plan Administration Independent third-party administration of 457(b) deferred compensation plans for governmental and non-profit employers, covering compliance monitoring, document handling, transaction processing, and participant servicing through the OMNIOnline portal.
- HR Compliance Services Human resources compliance services bundled alongside retirement plan administration, leveraging integration with sister company TSACG Compliance Services under the U.S. Retirement & Benefits Partners (USRBP) parent. Targeted at the same public-sector and non-profit employer base.
- OMNI P3 (Preferred Provider Program) A preferred provider program that formalizes financial advisor participation in OMNI's plan administration workflow, giving advisors structured access to participant servicing, transaction processing, and employer relationships.
- Financial Wellness Center A financial wellness resource center accessible to plan participants, providing educational content and tools to support retirement readiness and financial literacy.
Companies that use The OMNI Group
Customer profileSegments3 records
Ideal customer profiles3 records
The OMNI Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
The OMNI Group partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- U.S. Retirement & Benefits Partners (USRBP)coreU.S. OMNI is part of the U.S. Retirement & Benefits Partners (USRBP) family. In 2021, TSA Consulting Group (TSACG) joined the USRBP family with full integration with U.S. OMNI to form U.S. OMNI & TSACG Compliance Services.
- ASBO PartnersminorASBO (Association of School Business Officials) partnership for industry networking and marketing within the education sector.
- Investment ProvidersminorNetwork of investment providers who work with OMNI-administered plans. Listed on the Investment Providers page for advisors.
Recent moves6 records
Expansion highlights4 records
The OMNI Group competitors and assessment
Company assessmentDirect peers
- TSA Consulting Group (TSACG): Now fully integrated with U.S. OMNI under the USRBP family, TSACG historically operated as a direct competitor third-party administrator for 403(b) and 457(b) retirement plans, serving similar K-12, government, and non-profit plan sponsors.
- Ascensus: One of the largest independent retirement and education savings plan administrators in the U.S., Ascensus specializes in 403(b), 457(b), and other employer-sponsored plans — directly overlapping OMNI's core market with significantly greater scale.
- MissionSquare Retirement: Formerly ICMA-RC, MissionSquare is a leading administrator for 457(b) and 401(a) plans serving public-sector employees, closely overlapping OMNI's K-12 and government employer base with nonprofit/district-focused offerings.
- PenServ Plan Services: PenServ is a third-party administrator providing retirement plan administration, compliance, and document services for 401(k), 403(b), and defined-benefit plans — a similarly sized TPA serving overlapping employer segments.
Broad incumbents
- Empower Retirement: One of the largest U.S. retirement plan recordkeepers and administrators serving corporate, government, and non-profit plans including 403(b) and 457(b), offering bundled services at massive scale that compete with OMNI's specialized offerings.
- Fidelity Investments: Fidelity provides workplace retirement plan administration across 401(k), 403(b), and 457(b) for large institutional plan sponsors — a broad incumbent whose scale and technology investment represent a long-term competitive threat to mid-sized TPAs like OMNI.
- Voya Financial: Voya offers retirement plan administration, recordkeeping, and participant services for corporate, healthcare, and education-sector plans, including 403(b) — overlapping with OMNI's hospital and non-profit segments via a much larger platform.
- Principal Financial Group: Principal provides retirement plan administration, recordkeeping, and investment solutions across employer-sponsored plans including 403(b), competing for the same school district and non-profit plan sponsors as OMNI with broader product offerings.
- OneAmerica: OneAmerica offers retirement plan services including 403(b)/457(b) administration for K-12 schools and non-profits, an overlapping target market with OMNI and a comparable mid-sized incumbent in the education-sector retirement space.
Others
- U.S. Retirement & Benefits Partners (USRBP): USRBP is the parent organization and partner network for OMNI and other benefits-focused firms, aggregating retirement and benefits administration capabilities — relevant as both strategic owner and a comparable multi-firm benefits platform.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
The OMNI Group social profiles
Digital presenceThe OMNI Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The OMNI Group leadership team
Management profileNumber of profiles
Profiles1 record
The OMNI Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The OMNI Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The OMNI Group
What does The OMNI Group do?
The OMNI Group is an independent third-party administrator that administers 403(b) and 457(b) retirement plans for public schools, hospitals, and non-profit organizations. It delivers IRS compliance monitoring, plan document customization, transaction submission and approval, and participant servicing through its OMNIOnline secure web portal. The firm charges administrative fees rather than commissions and does not provide investment or financial advice.
Is The OMNI Group a public or private company?
The OMNI Group is a private company. It is classified as corporate owned and is currently operating.
When was The OMNI Group founded?
The OMNI Group was founded in 2021. It employs 101 to 250 people.
Where is The OMNI Group based?
The OMNI Group is headquartered in Rochester, United States, in the North America region.
How does The OMNI Group make money?
One revenue line is on record: administrative Fee Services.
Who are The OMNI Group's main competitors?
Direct peers on record are TSA Consulting Group (TSACG), Ascensus, MissionSquare Retirement and PenServ Plan Services. Broad incumbents are Empower Retirement, Fidelity Investments, Voya Financial, Principal Financial Group and OneAmerica. U.S. Retirement & Benefits Partners (USRBP) is listed as an others.
Does The OMNI Group have an API?
No public API is recorded for The OMNI Group.
What industry is The OMNI Group in?
The OMNI Group's product category is Retirement Plan Administration Services. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of FSAAACAF, Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)). Its NAICS code is 5251 and its SIC code is 6199.