Multi-Employee Plans

Take Control of Retirement
Planning for Your Team

At OMNIA Executive, we understand that providing a comprehensive retirement plan for your employees is essential to attracting and retaining top talent.

Our Multi-Employee 401k Plans empower you to take charge of retirement planning for your entire team. With our expertise and dedication to compliance, we ensure your plan is not only up-to-date with the latest regulatory requirements but also positions your employees for a secure future.

working together
working together

At OMNIA Executive, we understand that providing a comprehensive retirement plan for your employees is essential to attracting and retaining top talent.

Our Multi-Employee 401k Plans empower you to take charge of retirement planning for your entire team. With our expertise and dedication to compliance, we ensure your plan is not only up-to-date with the latest regulatory requirements but also positions your employees for a secure future.

What’s included

OMNIA

Standard

  • Custom Plan Design Consulting
  • Plan Document Creation & Maintenance
  • Plan Design Review & Annual Compliance Testing
  • Prepare Participant Notices & Disclosures
  • Verify Required Employer Contributions
  • Prepare Form 5500 for Signature
Get Quote

OMNIA

Advanced

  • Includes all of OMNIA Standard features
  • Administer Participant Loans & Distributions
  • Sign & File Form 5500
  • Review & Approve Participant Loans & Distributions
  • Monitor Loan Defaults
  • Tracking Eligibility & Distributing Eligibility Notices*
  • Review Fidelity Bond Coverage
  • Distribute Termination Packets
  • Manage Small Balance Force-Out Process
  • Distribute Annual Notices to Employees**
Get Quote

* If using approved payroll partner or client provides employee census on per payroll basis.
** Blackout notices will be the responsibility of the company during the installation process.

OMNIA

All Inclusive

  • Includes all of OMNIA Advanced features
  • Investment Policy Prep
  • Investment Selection and Monitoring
  • Investment Performance Reporting
  • Qualified Default Investment Alternative Guidance
Get Quote

What’s Included?

OMNIA
Standard

OMNIA
Enhanced

OMNIA
All Inclusive

Custom Plan Design Consulting

Plan Document Creation & Maintenance

Plan Design Review & Annual Compliance Testing

Prepare Participant Notices & Disclosures

Verify Required Employer Contributions

Prepare Form 5500 for Signature

Administer Participant Loans & Distributions

Sign & File Form 5500

Review & Approve Participant Loans & Distributions

Monitor Loan Defaults

Tracking Eligibility & Distributing Eligibility Notices*

Review Fidelity Bond Coverage

Distribute Termination Packets

Manage Small Balance Force-Out Process

Distribute Annual Notices to Employees**

Investment Policy Prep

Investment Selection and Monitoring

Investment Performance Reporting

Qualified Default Investment Alternative Guidance

view pricing
view pricing
view pricing

* If using approved payroll partner or client provides employee census on per payroll basis.
** Blackout notices will be the responsibility of the company during the installation process.

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quote

testimonIals

What Our Clients Say

When starting a business for the first time, you need someone to come along side you and give you guidance. Omnia Executive 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 Russell

AGENCY OWNER | GOOSEHEAD INSURANCE

RUSSELL & NOAH AGENCY

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