Qualified Retirement Plans

QUALIFIED RETIREMENT PLANS

Committed to you and your employees

OmniStar is committed to your employees’ retirement and building a plan that helps you retain top tier talent.  Our team of experienced plan practitioners leverages their knowledge to help plan sponsors manage their retirement plans, drive results, and support efficient operations.

jason-goodman-wVh5grSMYaY-unsplash

We understand the challenges faced by many businesses like yours and our experience allows us to deliver the most appropriate solutions.  Our comprehensive approach gives you the confidence to meet fiduciary obligations and provide a retirement plan for today’s demanding workforce.

  • Fiduciary Services: 3(21), 3(38) and Managed Accounts
  • Plan Design and Implementation
  • Onsite Education and Enrollment
  • Retirement Counseling and Financial Planning
  • Independent Investment Advice

Ready to change the status quo or learn more about how we deliver value to employers and employees?

Percent Of People Getting Help:

Employers looking to improve morale and attract top talent will do well to provide the right advice from qualified professionals. Our advisory services can help. Research indicates that employees get professional help for many things, but not when it comes to their retirement program.

Get help changing their auto oi

87%

Get help installing a faucet

51%

Get help preparing income taxes

36%

Get help landscaping

32%

Get help landscaping

24%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Our areas of focus include:

  • Plan governance and compliance
  • ERISA Section 3(21) or 3(38) fiduciary
  • Employee education on-site and online
  • Financial Wellness programs
  • Fee and service benchmarking
  • Investment management
  • Plan design and maintenance
firmbee-com-gcsNOsPEXfs-unsplash
Scroll to Top