Investment Providers

OMNI has entered into Information Sharing Agreements with the below investment providers from which OMNI clients may select to participate in their 403(b) plans.

For a list of investment providers participating with a specific employer, please visit Plan for Retirement page.

OMNI Available Investment Providers

P3 – Participating P3 Investment Provider (What’s this?)

  • P3 A G Edwards
  • P3 Accuflex Services
  • P3 AEA - Alabama Education Association
  • Aegon USA
  • AIG Retirement Services (VALIC)
  • AIM Family of Funds
  • Allegheny Investments
  • Allen & Company
  • Alliance Bernstein Investments
  • Alliance Fund Services
  • Allianz Life Insurance
  • Allstate Life Insurance Company
  • American Century Services, LLC
  • American Family (AFLAC)
  • American Fidelity Assurance Co.
  • American Funds
  • American General Life Companies
  • American Heritage
  • American Life & Casualty Insurance Company (Conseco Annuity Assurance Co.)
  • American National Insurance Co
  • American Teacher Services, Inc
  • American United Life Insurance Company
  • Americo Financial Life and Annuity
  • Ameriprise Financial
  • Ameritas Life Insurance Corp.
  • Ameritrade
  • Amundi Pioneer
  • Anchor National Life Insurance
  • Anderson Anderson Associates
  • Annuity Premium Reserve
  • Aragon Financial Svc
  • Ascensus
  • ASPire Financial Services
  • ATPE
  • Bankers United Life Assurance Company
  • BDA Administrators
  • Beach & Associates Financial SVCS, LLC.
  • Bear Stearns
  • Bencor
  • Benefit Trust Company
  • Black Rock, Inc.
  • Boston Mutual Life Ins Co
  • BPA Harbridge Consulting Group
  • Brighthouse Life Insurance Company
  • Buttelman and Associates Financial Services
  • Cadaret, Grant & Co., Inc.
  • Calamos Family of Funds
  • California Public Employees Retirement System
  • CalSTRS Pension2
  • Calvert Group
  • Cambridge Investment
  • Capital Bank & Trust Co
  • Capital Guardian Trust Inc.
  • Center for Financial Design (OPPEN)
  • Cetera-MG Trust Company-PenSelect
  • CGU Life Insurance (Athene Annuity and Life Company)
  • Charles Schwab Bank
  • Citistreet Retirement Services
  • CM Lif Artistry
  • Colonial Life
  • Columbia Management Investment Services
  • Columbia Universal
  • Community First Credit Union - ECCU
  • Conseco Annuity Assurance Co.
  • Consolidated Financial
  • Continental General Ins
  • Country Life Insurance Company
  • CPS Investments Advisors
  • CTA RSP 403(b) Plan
  • CUNA
  • CUSO of Middle Tennessee
  • Dean Witter
  • Delaware Investments
  • Delta Life & Annuity
  • Design Financial Group
  • Domini Social Investments
  • Dreyfus Funds
  • DST Systems, Inc
  • DWS Scudder (ADP)
  • Educational Employees Credit Union (EECU)
  • Educators Financial Services
  • Edward Jones
  • EMC / National Life Company
  • Employee Benefit Resources, LLP
  • Employers Modern
  • Empower Retirement (formerly Great West Life & Annuity Ins Co)
  • Equitable
  • Equitable Custodial Account Services
  • Europacific Growth Fund
  • Evergreen
  • Farm Bureau Financial Services
  • Farm Bureau Life Insurance Company of Michigan
  • Farmer's Life Insurance (403b)
  • FBR Funds
  • Federal Life Insurance Co.
  • Fentura Financial (State Bank)
  • Fidelity Advisor Funds
  • Fidelity and Guaranty Life Insurance Company
  • Fidelity Institutional Wealth Services
  • Fidelity Investments
  • Fidelity Management Trust Co
  • Fidelity Security Life Insurance Company
  • First Dallas Securities
  • First Eagle Funds
  • First Financial Administrators, Inc.
  • First Interstate Bank / Denver
  • First Trust - Datalynk
  • Fortis Investors Inc.
  • Founders Mutual Funds
  • FPS Trust Company
  • FPS Trust Company - Plan(b)
  • Franklin Templeton Mutual Funds
  • GBU Financial Life
  • Gleaner Life Insurance Society
  • Global Atlantic (issued by Commonwealth)
  • GLP & Associates, Inc.
  • GLP Investment Services and ValuTeachers
  • Goldman, Sachs & Co.
  • Great American Advisors Fund Connection
  • Great American-Annuity Investors Life
  • Great Southern Life
  • Greek Catholic Union of USA
  • Guardian Insurance Company
  • Guggenheim Investments
  • GWN Securities
  • Hantz Financial Services
  • Hodges Fund
  • Horace Mann Insurance Company
  • Horace Mann Retirement Advantage
  • Humana Speciality Benefits
  • ICMA-RC
  • IDEX
  • IMCO
  • INA Insurance
  • Indianapolis Life Insurance Company
  • ING USA
  • Invesco Ltd.
  • Invesco OppenheimerFunds
  • Investacorp Inc. (FTJ Fund Choice)
  • Investors Fiduciary Trust
  • Investors Fiduciary Trust Company
  • IPX-FPS
  • IPX_American Century Services, LLC
  • IPX_American Funds
  • IPX_Fidelity Investments
  • IPX_Franklin Templeton Funds
  • IPX_FundPortal
  • IPX_GLP & Associates Inc.
  • IPX_Invesco OppenheimerFunds
  • IPX_ISC Group
  • IPX_MG Trust Company-PenSelect
  • IPX_National Life Group
  • IPX_PFS Investments (Primerica)
  • IPX_Vanguard Investments
  • ISC Group, Incorporated
  • Jackson National Life Insurance Co
  • Janney Montgomery Sscott LLC
  • Janus - Group Investments
  • Jefferson National Insurance Company
  • John Alden Life Ins. Co.
  • John Hancock Signature ( 403B Annuity Operations)
  • Kades-Margolis Corp.
  • Kansas City Life
  • Kansas Public Employees Retirement System
  • Kemper Investors Advantage
  • Knights of Columbus
  • Lafayette Life Ins Co
  • Lake Michigan Credit Union
  • Legend Services Corp.
  • Legg Mason
  • Liberty National Life Insurance Company
  • Life Investors Insurance Co.
  • Lighthouse Agency Inc.
  • Lincoln Benefit Life Company
  • Lincoln Investment Planning, LLC
  • Lincoln National Life Insurance Company
  • Lord Abbett Service Center
  • LPL Financial
  • M3 Investments Services
  • Mainstay
  • Manulife Financial
  • Mass Mutual (Talcott-Hartford)
  • Mass Mutual Life Insurance Company
  • Massachusetts Teachers Retirement System
  • MEA Financial Services (Paradigm)
  • Members Trust Company
  • Mennonite Mutual Aid Assoc.
  • Merrill Lynch
  • MetLife Tower Life (formerly General American)
  • Metropolitan Life Insurance Company
  • MFS Funds Service Center
  • MG Trust Company LLC
  • Michigan Educational Credit Union
  • Mid Atlantic Capital Group, Inc.
  • MidAmerica - AUL
  • Midland National Life
  • Midland States Bank-formerly Alpine Bank
  • Midwest Annuity & Investment Co.
  • Midwest Capital Advisors
  • Millennium Trust Company, LLC
  • MMA Praxis Mutual Funds
  • Modern Woodmen of America
  • MONY/Diversified (403b)
  • Morgan Stanley
  • MPSERS (Michigan Public Schools Employee Retirement System)
  • Mutual of America (NY)
  • Mutual of Omaha(403b)
  • National Benefit Services
  • National Health Ins. Co
  • National Life Group
  • National Life Ins Co (Of Vermont)
  • National Teacher Associates Inc
  • National Western Life
  • Nationwide Insurance Company
  • Natixis Funds
  • Neuberger-Berman Mgmt
  • New England Life and Investment
  • New York Life Insurance & Annuity Corp.
  • North American Company for Life
  • North American Security Life
  • Northern Trust Company
  • Northwestern Mutual Life
  • Ohio Deferred Compensation
  • Ohio Deferred Compensation (0O2296)
  • Ohio National Life Ins. Co.
  • Ohio Public Employees Def Comp (0O22777)
  • Old Mutual Financial Life Ins
  • One America Company (Pioneer Mutual Life Insurance Company)
  • Orchard Trust
  • Orion Portfolio Solutions
  • P & A Group
  • Pacific Advisor Funds
  • Pacific Fidelity (403b)
  • Pacific Life
  • Paul Revere Tax Shelter Annuity
  • Pelion Benefits, Inc.
  • Penn Mutual Life Insurance Co.
  • PenServ Plan Services
  • Pentegra
  • Pershing LLC
  • PFS Investments (Primerica)
  • Phoenix Life Insurance Company
  • PIMCO Advisors Distribution Co
  • PIMSS
  • Pinnacle Capital Management
  • Pioneering Services Corp
  • PlanMember Services
  • PMG Securities/Chase
  • Principal Financial Group
  • Principal Funds
  • Proequities
  • Protective Life Insurance
  • Prudential Annuities
  • Prudential Investments
  • Prudential Retirement
  • Prudential, Recordkeeper for NC 403(b) Program
  • Prudential, Recordkeeper for VT 403(b) Program
  • Public Employees Def Comp (0O2333)
  • Public Employees Retirement (PERSI)
  • Putnam Funds
  • Randolph-Brooks Federal Credit Union
  • Reassure American Life Insurance Company
  • Redwood Financial
  • ReliaStar Life Insurance Co
  • Resources Trust Company
  • Royal Life Insurance
  • Rydex SGI
  • Safeco Insurance of America
  • SBLI Industrial Alliance
  • Schoolsfirst FCU
  • SchoolsFirst Federal Credit Union
  • Scudder Fund
  • Scudder Service Company
  • Securian Financial
  • Security Benefit Group
  • Security Conn Life
  • Sentinel Benefits Group
  • SESLOC Federal Credit Union
  • Shelter Life Insurance Co
  • Sigma Financial
  • Siracusa Benefits Programs (SBP)
  • Smart Plan/Great Western
  • Smith Barney
  • Southern Farm Bureau Life (Fixed Accts)
  • Southwestern Life Insurance Company
  • State Farm Insurance Company
  • State of New Jersey
  • State Street Bank & Trust
  • Strategic Investment Advisors, LLC
  • Sun America Life Ins. Co.
  • Sun Life Assurance
  • Sun Life Dental
  • Sun Life of Canada
  • Suncoast Credit Union
  • Sunset Life Ins Co
  • Symetra Financial
  • T. Rowe Price Assoc
  • Tax Deferred Services In.
  • TBA Credit Union
  • TCA by E*Trade
  • TCG Administrators
  • TD Ameritrade (NE 68005)
  • Teachers Insurance and Annuity
  • Teachers Pension Exchange (TPX)
  • Teachers Retirement of OK
  • Tennessee Farmers Life Insurance Company
  • Texa$aver Saving Plan
  • Texas AFT/PEG
  • Texas Life Iinsurance
  • Texas Saver
  • The Davis Funds
  • The Legend Group-A Lincoln Investment Co
  • The Northern Trust Co
  • The Royce Funds
  • The Standard Life Assurance Company
  • Thrivent Financial
  • Thrivent Mutual Funds
  • TIAA, Recordkeeper for CalSTRS Pension 2
  • TIAA, Recordkeeper for the NC 403b Program
  • TIAA-CREF
  • Trans World Assurance Company
  • Transamerica Life Insurance Company
  • Transamerica Life Insurance Company (AUL)
  • Transamerica Mutual Funds
  • Transamerica Retirement Solutions
  • Trustmark Voluntary Benefit Sol
  • UBS Financial Services Inc
  • Union Central Life Insurance Company
  • Union Security Insurance Company
  • United Fire Group
  • United Teacher Associates Ins. Co.
  • USAA Insurance Company
  • USAA Mutual Funds
  • USCM Clearing Acct
  • USG Annuity & Life
  • UTAD
  • Utah Retirement System
  • Value Line Funds
  • Vanguard Investments
  • Vantage Credit Union
  • Venture/Davis
  • VFS Financial (Veritrust)
  • Virginia Retirement Spec.
  • Virginia Retirement Spec. (GWN Securities)
  • VOYA Financial
  • Wachovia
  • Waddell & Reed, Inc.
  • Wasatch Funds
  • Washington National Insurance Co.
  • Washington State
  • Waterhouse Institutional Service
  • WEA Tax Sheltered Annuity
  • Wells Fargo Funds
  • Western & Southern Financial Group
  • Western National Life-American General
  • Western Reserve Life
  • Western United Life Assurance Company
  • WM Group Funds
  • Woman's Life Insurance Society
  • Woodmen of the World
  • Woodward Funds
  • Wyoming Retirement System
  • Zurich American Life Insurance Company
PARTICIPANTS/CLIENTS PLEASE NOTE: OMNI does not offer financial advice. This list is provided for the purposes of identifying investment providers that OMNI clients may select to offer investment products to their 403(b) and/or 457(b) plan participants. For a list of investment providers participating in your client’s plan, please visit Plan for Retirement page.