Succession planning, executive benefit plans, retirement plan compliance, business insurance … It’s a lot to navigate. And as a busy executive, it’s easy to go with standard plans and packages that pretty much every other business has. But what if you had options that help you save on taxes, have more control, make it simpler, and reduce your risk?
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 Financial Advisors, CPAs, and legal counsel, we:
In short, we help you optimize your plan while keeping tax-savings at the forefront.
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:
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.
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:
How do we do it?
Determine
target value
Plan 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, stock disposition planning and mapping exit timelines, key-person insurance coverage and coordination with legal counsel.
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.
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:
Read more about Executive Compensation Planning in our blog.
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.
Personal Peace of Mind.
Business Continuity.So what can you expect from working with us? We make it as easy as possible.
We learn about you, your business, your goals.
We come back with insights and a plan outline.
If you decide to engage with us, we put together a detailed plan, timeline, and model expected outcomes so you know what to expect.
We maintain a consultative relationship, always here to answer questions, keep you informed, and problem solve when needed.
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.
2025 Plan Year Fiduciary Updates
Key Highlights Of Section 109
Why a 401(k) Advisor is a Must
Executive Compensation
Third Party Administration
After-Tax vs. Roth 401(k) Contributions
We’d love to learn how we can help you.
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