A proven brokerage growth platform: Unifying health, retirement and technology

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  1. OMNI, a Rochester, N.Y.-based 403(b) and 457(b) compliance TPA. “They are the largest TPA in the United States and serve over 3,000 school districts across the country,” he says.
  2. InRollPlus, a Dallas-based online benefits administration firm that provides employers with a secure portal to enroll and administer all their benefits. The system is accessible by desktop, tablet and smartphone and can be converted to Spanish with one click. “The only system we are aware of with that capability,” Skinner says.
  3. DC Engine, a Nashville-based defined contribution recordkeeper. The company provides ERISA plan TPA compliance services as well as full recordkeeping for any DC-type plan. “They have achieved through scale a low-cost model where they actually provide outsourcing for other TPAs,” Skinner says.
Elizabeth Galentine
Former editor-in-chief

Galentine is a former editor-of-chief of Employee Benefit Adviser.


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