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.