[Mail_treas] 403b Plan - Third Party Administrative Services

[Ira Hamman]

I would recommend OMNI.  You can research at OMNI403b.com.  They are
independent of the product, easy to access by both the employee and the
403(b)/457(b) provider.

--ira
Ira D Hamman, CPA
Treasurer

Fremont City Schools
500 W State Street, Suite A
Fremont, OH  43420
419-334-5442


On Tue, Sep 1, 2020 at 11:36 AM Bonnie West <
wstr_bwest at woostercityschools.org> wrote:

> Dear Treasurers,
>
> I am looking for vendors that provide TPA Services for a 403(b) plan?
>
> Ideally, I would like the servicer to be separate from the annuity company
> offering investment opportunities.  I don't know if such an entity exists.
>
> I would appreciate information you can provide regarding companies that
> you have used or know of that provide this service.
>
> Thanks!
>
> Bonnie West, Treasurer
> Wooster City School District
> Central Office
> 144 North Market Street
> Wooster, Ohio  44691
>
> phone:  (330) 264-0869, ext. 1231
> fax:  (330) 262-3407
> email:  wstr_bwest at woostercityschools.org
>
>
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