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FINANCIAL_SERVICESAPPROVED

Sag Harbor Union Free School District Agenda Board of Education - Business Meeting 2026-06-15

Omni Financial Group to Administer Retirement Plans

Sag Harbor Union Free School DistrictOMNI FINANCIAL GROUP INCJune 15, 2026

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

Sag Harbor UFSD approved renewal of administrative services agreement with Omni Financial Group, Inc. for 403(b) and 457(b) plan administration for fiscal year 2026-2027.

Contract Details

Vendor

OMNI FINANCIAL GROUP INC

Agency

Sag Harbor Union Free School District, NY

Contract Type

FINANCIAL_SERVICES

Document Date

June 15, 2026

Contract Term

July 1, 2026 through June 30, 2027

Renewal Date

2027-06-30

Renewal Info

Annual agreement; renewal required each year by board action.

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