About Us

Since1996

We have provided on-site IRS assistance with in-house legal council that provides full support in the event of an IRS audit. Plan Sponsors are assigned primary and secondary consultants to aid with technical and plan design questions. We also utilize integrated support teams to develop, protect, and manage your plan. Our consulting services, which are not replicated by any other TPA in this industry, are provided to our clients at no additional cost.

We provide “meaningful notice” employee communication that satisfies the IRS regulation regarding Universal Availability. Additionally, our Financial Wellness Center serves as an educational resource providing a variety of tools to assist in learning more about retirement savings and managing personal finances. Calculators, videos, and informative content are available to help guide the retirement planning process.

A fully staffed customer support call center and secure online remittance service and online transaction adjudication through our distribution system. Remit to 250 investment providers on behalf of over 1.2 million participants representing over $3 billion in annual retirement plan contributions.

Since1996

We have provided on-site IRS assistance with in-house legal council that provides full support in the event of an IRS audit. Plan Sponsors are assigned primary and secondary consultants to aid with technical and plan design questions. We also utilize integrated support teams to develop, protect, and manage your plan. Our consulting services, which are not replicated by any other TPA in this industry, are provided to our clients at no additional cost.

U.S. OMNI integrated with TSACG

In 2021, U.S. OMNI integrated with TSA Consulting Group (TSACG) as they joined the U.S. Retirement & Benefits Partners (USRBP) family, forming US OMNI & TSACG Compliance Services.

This exciting partnership allows us to offer our clients access to a broader array of compliance services, which complements the superior 403(b)/457(b) compliance and administration services our clients have relied upon for 25 years.

This relationship will enable U.S. OMNI & TSACG Compliance Services to provide unique and exceptional services nationwide for all clients and their employees.

Protection

OMNI provides in-house legal counsel who will take the lead in the event of an IRS audit.

Support

OMNI utilizes integrated support teams to develop, protect, and manage your plan.

Education

Our Financial Wellness Center serves as an educational resource assist in learning more about retirement savings.

Investment providers

Handle Transactions

Salary Reduction

Calls a year

Management Team

Brad Hope

Managing Partner

Scott Klotzbach

Managing Director, Operations (NY & CA)

Sarah Breiner

Managing Director & General Counsel

Adam Maines

Managing Director, Technology

Kevin Hensley

Managing Director, Operations (FL)

Janet Williamson

Managing Director, Finance