403b Information / UNIVERSAL ELIGIBILITY

Aggregator FAQ's

  • What is an aggregator?

    Posted by:

    A 403b aggregator is a common remitter that brings together more than one 403b fund family. Most aggregators allow you to reach one or more fund families offered by companies who may not be included in your employer's current list. Not all aggregators work with the same fund families however.
    Comments (-1)

  • Will I be able to reach any investment vehicle I want under a specific fund platform?

    Posted by:

    In may cases. While it is often possible to access all investment vehicles that are available directly through an aggregator, there may be limitations based on your particular circumstances.
    Comments (-1)

  • Do Aggregators play a role in OMNI's P3 Program?

    Posted by:

    Several vendors which operate as aggregators applied and were accepted in the Preferred Provider Program (P3). These vendors continue to serve as an avenue for individuals who wish to reach fund families that may not be available directly at the current employer.

     
    Comments (-1)

Links

  • OMNI Website

    Choose EMPLOYEES from the tabs at the top of the page. Under Your Plan Page enter State (NY) and Employer (Lockport City School District) then GO. The resulting page will have a list of our Service Providers and links to the 403(b) forms, calculators and other useful information for LCSD employees.

    Comments (-1)

  • OMNI Lockport City School District Plan Details

    This link provides a listing of your available 403(b)/457(b) providers, including information about their available investment types, agent contact information, and online enrollment. In addition, you will find a Salary Reduction Agreement to start, stop, or change your deduction, as well as forms to request a transaction.

    Comments (-1)

Video

Vendors