Helping
Business Owners
Take Retirement

Beyond the Match. to the Next Level. with Less Work. with Less Risk.

Sophisticated Expertise
from Down-to-Earth Consultants.

Fly

Omnia Executive is an independent Third Party Administration (TPA) firm supporting small- and mid-sized businesses and entrepreneurs who are ready to set up a successful future for themselves and for their people. In partnership with your Financial Advisor we:

  • Develop customized solutions to get the most out of your company’s retirement plan.
  • Take care of the complicated details to alleviate administrative burdens and reduce fiduciary risk.
  • Simplify the succession planning process by using strategies that help you save taxes before, at, and after their transition to retirement.

In short, we help you optimize your plan while keeping tax-savings and wealth accumulation at the forefront.

How Can We Help You?

Pension Administration & Compliance

Retirement plans shouldn’t be treated as one-size-fits-all. So we don’t do that. We take the time to learn about your business needs and what you value. Then our team puts together solutions that make sense for you and your employees. If you’re just starting the process of figuring out your retirement plan, or if you’re ready to make the most of your retirement benefits, we’re the TPA that can help you manage:

Defined benefit plans
ERISA-governed plans
Non-Qualified plans
Plan design and implementation
Pension administration and compliance
In-house actuarial services

Omnia acts as a Third-Party Administrator (TPA) 3(16) Fiduciary, which is the highest level of administrative support and fiduciary protection available. If your current TPA is not functioning as a 3(16) Fiduciary, the business and any employee associated with managing the plan are on the hook for accidental oversights that break the governing bodies’ rules.

Read How We Manage Risk in our blog post.

Start A Retirement PlanMove Your Retirement Plan

Omnia acts as a Third-Party Administrator (TPA) 3(16) Fiduciary, which is the highest level of administrative support and fiduciary protection currently available. If your plan is bundled with a record keeper or your TPA is not functioning as a 3(16) Fiduciary, the business and any employee associated with managing the plan are on the hook for accidental oversights that break the rules.

Read How We Manage Risk in our blog post.

Succession & Exit Planning

Leaving your business in good hands doesn’t have to be complicated. Our goal is to create a simplified, tax- and cost-conscious plan that reduces risk and lets you have more control over your finances.

With tax deductions and year-over-year tax savings while you enjoy retirement, you don’t have to worry about:

Owner-financing
Getting a loan
Incurring a major tax ding
Dealing with bankers, brokers, or commissions

How do we do it?

targetDetermine
target valuemoneyPlan strategic fund transition from the
business into tax-advantaged savings vehicles

Our team of specialists helps you keep your funds where they belong – in your pocket or in your business. Our services include coordination with CPAs for informal valuations, creating a roadmap for the transition of ownership, securing key-person insurance coverage, and coordination with legal counsel to solidify your plans.

Learn more about Planning Your Exit in our blog post.

Have Questions? Fill out this quick and easy Reference Form, and we’ll get in touch soon.

Owner Only PlansMulti-Employee Plans

Executive Compensation Planning

How do you keep critical employees who have the potential to run your business when you step aside? With a smart key person plan. Sometimes called Golden Handcuffs, the right benefit package can help you hang on to the top talent your company needs. We help you design packages that:

  • Help key employees recoup benefits lost due to limits on qualified retirement plans
  • Help them save larger amounts to supplement their Social Security benefits
  • Provide performance-based incentives to ensure loyalty
  • Create bonus plans, split-dollar plans, and deferred compensation
  • Add savings and long-term income diversification options

Read more about Executive Compensation Planning in our blog.

Insurance Consulting

Protecting your loved ones and your business with the right insurance coverage gives you peace of mind about the future. Our team of experts can guide you to the coverage that works best for you.

Key Person life insurance
Group life insurance
Short-term and long-term disability
ERISA bonds
heartPersonal Peace of Mind.
42% of Americans don’t have enough life insurance.
chartBusiness Continuity.
Key person insurance helps protect your business against the financial impact of losing a key partner or employee critical to company success. Benefits from the company-purchased policy can be used for recruitment and training costs, paying debts, and ensuring the business can keep going.

Our Process

So what can you expect from working with us? We make it as easy as possible.

01.

We learn about you, your business, your goals.

02.

We come back with insights and a plan outline.

03.

If you decide to engage with us, we put together a detailed plan, timeline, and model expected outcomes so you know what to expect.

04.

We maintain a consultative relationship, always here to answer questions, keep you informed, and problem solve when needed.

Competence + Collaboration + Care = Success

We love working with our financial consultant counterparts and their clients to make the most of retirement planning. It’s not a tagline, we promise – it’s true! We take a highly collaborative, thoughtful approach that brings together years of financial advising experience, niche expertise with alternative solutions, and genuine care for our clients’ long-term financial well-being.

We’d love to partner with you so you can make informed and optimal decisions that secure a prosperous future for your clients, your business, your loved ones, and yourself.

Give us a call at 913.363.6401, or fill out the contact form.

What Our Clients Say

“

Working with Omnia’s team is always a pleasure. They are super responsive, patient, and helpful when we call on them. Our team truly enjoys working with the Omnia!"

Ben Malick, CFA, CKAOwner, Brown Industrial Parts Services
“

I have worked with Omnia now for over 5 years and found them simply to be the best in the TPA space that I know. While they are out of state relationship for me one would never know it with the response time that they provide our clients and the details with which they work. Omnia is the perfect blend of getting the expertise of a large-scale firm but getting the relational benefit of working with the smaller team. They've taken the time to get to know all my clients 1 by 1 and on are on a first name basis with them. It's an unparalleled level of service that I've found with regard to the partnership between the advisor, record keeper, and TPA. I'd recommend them to anyone and I'm so glad that we found each other and have the working relationship we do.

Ty Hughes, MBA, AIF®, RICP®,Owner, Walnut Hill Advisors
“

Sara and her team have been a great partner for us. We get expert advice in a friendly, and even loving way. We use just about every service they offer for both our personal and business financial needs - and it gives us a lot of peace of mind knowing we are going to get a thoughtful and insightful answer on any question we may have. We truly feel we're in good hands with them. They're an absolute pleasure to work with and I would recommend them to anyone!

Josh WebbOwner, Chloe's Closet
“

Our experience working with Sara and Grant has been phenomenal. Helping families plan for succession, sorting through inevitable conflict and working to plan for retirement is a huge job. You must be an advisor, a psychological counselor, a mediator all rolled into one. Both have given us a lot of time and are always available to talk through issues. I would highly recommend them and find them unusually well qualified in all the roles they must play.

Cindy O'LaughlinOwner, O’Laughlin Inc.
“

I am always a strong believer of pointing out when a staff is doing a great job. I just wanted to share that Mike Hurt is doing fantastic work as the main person I work with and really the face of your business! Normally I don’t need a lot from his role, and it is mainly the 5500, but this year I have needed his experience more frequently. He has been a tremendous resource and worked directly with 2 of our staff on a 401k loan dynamic related to a home loan and most recently an employee that had an active 401k loan and that employee was going to be on medical leave. His ability to explain things to myself and the employee in non-technical language really makes the whole process work very well. Finally, he is always very quick in his responses and truly is a great representative of your business.

Andy MarquartHuman Resources Manager, Nebraska Nitrogen
“

I love working with Sara and her team! They are incredibly knowledgeable, passionate about my business alongside me, and have saved me so much money!

Gwen HefnerOwner, The Makerista
“

When starting a business for the first time, you need someone to come along side you and give you guidance. Sara and her team will do just that and more. They not only structured my agency to ensure the best possible tax outcomes, but also have provided the tools needed to manage my day to day. If you don’t know what you don’t know, then you need to take Omnia as a partner.

Jake RussellEntrepreneur
“

Working with Sara and her team at Omnia has simplified the compliance and design process for retirement plans. They’ve helped us tremendously in bringing the best and right plan options for the our clients with the same level of white-glove service and competence as we provide for their investment and financial needs.

Andrew Beil, CFP®Wealth Advisor, Strongbox Wealth

Insights

Exit PlanningTax PlanningTools & Job AidsKey Numbers for 2026
August 28, 2026

Key Numbers for 2026

Tax rate reference guide for the 2026 tax year. Tax planning is an important part of an overall financial strategy, and understanding the current tax landscape can help you make…
Sara Stiles, MS, CFP®
Love0
Defined Contribution PlansExit PlanningTax PlanningBasics of ROBS 401(k) Plans
August 28, 2026

Basics of ROBS 401(k) Plans

Rollover as Business Startups Financing Strategy A ROBS 401(k), or Rollovers as Business Startups 401(k), is a financing strategy that allows individuals to use their retirement funds to start or…
Sara Stiles, MS, CFP®
Love0
Defined Benefit PlansDefined Contribution PlansTools & Job AidsStay on Top of 2026 Retirement Plan Deadlines
August 28, 2026

Stay on Top of 2026 Retirement Plan Deadlines

Managing a retirement plan requires keeping up with important compliance deadlines and administrative responsibilities throughout the year. To help make the process easier, we’ve created a 2025 Plan Year/2026 Calendar…
Sara Stiles, MS, CFP®
Love0
Compliance Updates2025 Plan Year Fiduciary Updates
November 19, 2025

2025 Plan Year Fiduciary Updates

Key Updates for Retirement Plan Fiduciaries As of April 2025, the 401(k) fiduciary landscape is undergoing significant changes due to the U.S. Department of Labor's (DOL) 2024 Retirement Security Rule.…
Nathan
Love0
Compliance UpdatesKey Highlights Of Section 109
November 19, 2025

Key Highlights Of Section 109

Positive Enhancements for Retirement Savers We are excited to share an important update regarding retirement savings, brought by Section 109 of the SECURE Act 2.0. This provision introduces a significant…
Nathan
Love0
Defined Contribution PlansTools & Job AidsWhy a 401(k) Advisor is a Must
October 19, 2025

Why a 401(k) Advisor is a Must

The Effectiveness of Retirement Plan Advisors Financial literacy in the workforce is a critical issue, as many employees struggle with managing their finances, which can have broader implications for productivity…
Nathan
Love0
See All the Latest Insights