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Comprehensive Qualified Retirement Plans to Attract and Retain Top Talent

A retirement plan your people can count on, and a fiduciary handling the work behind it.

An OmniStar advisor reviewing a document with a client at the office

The family of plans

A 401(k) is one kind of qualified plan

Custom-designed retirement plans including 401(k)s, profit-sharing and cash balance options, tailored to attract top talent, support your team, and align with your company’s long-term goals.

A business owner talking through her company's retirement plan with an OmniStar advisor
An advisor marking up a printed chart during a plan review

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 specialists leverages their knowledge to help plan sponsors manage their retirement plans, drive results, and support efficient operations.

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?

Speak With An Advisor

How do you prioritize your 401(k)?

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 shows people seek professional help for many life tasks, with fewer people reaching out for 401(k) management advice.

  • Auto maintenance & upkeep87%
  • Kitchen faucet installation51%
  • Income tax preparation36%
  • Landscaping32%
  • 401(k) allocations24%

2×

Twice as many people hire help for a kitchen faucet as for the account their retirement depends on.

Learn About 401(k) Planning

Qualified retirement plans

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
Speak With An Advisor
An OmniStar advisor and a client reviewing a plan together

Let's Start the Conversation

Connect with an OmniStar advisor to take the next step toward clarity, confidence, and long-term planning you can trust.

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