Current Issue | Archive | October 2008

401k Toolbox® Available to All New and Existing Plans

Mutual of Omaha Retirement Services has partnered with PMFM, Inc. to give participants access to individual retirement savings advice through 401k Toolbox® Manage It For Me.®

401k Toolbox is an Individually Managed Account (IMA) option that makes investment decisions on behalf of a participant and provides ongoing retirement account management consistent with the participant's retirement goals. As an "active" IMA option, 401k Toolbox will make investment decisions according to changing market conditions.

Added Fiduciary Protection
By using 401k Toolbox as a Qualified Default Investment Alternative (QDIA), plan sponsors can receive the highest level of fiduciary protection available under ERISA. 401k Toolbox's unique account management service provides downside protection and reduced risk exposure as participants near retirement. This means that the investment decision responsibility rests safely with PMFM's team of financial experts.

Listen to the 401k Toolbox WebEx presentation to learn more.

Note: You don't need a password to view this presentation.



RMS Stay Ahead -- Retirement Marketing Solutions

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Corporate Headquarters
Retirement Marketing Solutions, Inc.
9140 W. Dodge Rd., Suite 380
Omaha, NE 68114
866.949.6191
rms401k.com

National Sales Office
Retirement Marketing Solutions, Inc.
5475 Rings Rd., Suite 110
Dublin, OH 43017
866.761.7900
rms401k.com

Retirement Marketing Solutions, Inc. (RMS) is a national wholesaling organization that specializes in retirement products. With seasoned retirement experts located across the U.S., RMS provides sales support, proposal generation, education, enrollment support and ongoing services to independent brokers and advisors. RMS works diligently to develop relationships with select providers to secure quality products and competitive pricing arrangements on behalf of those who sell the products.

A Mutual of Omaha Company.

Investment options are offered through a group variable annuity contract (Forms 902-GAQC-09 or 902-GAQC-09(OR) or 901-GAQC-07 or 901-GAQC-07(OR)) underwritten by United of Omaha Life Insurance Company for contracts issued in all states except New York. United of Omaha Life Insurance Company is not licensed in New York. In New York, Companion Life Insurance Company, Hauppauge, NY underwrites the group variable annuity (Form 900-GAQC-07(NY)). Each company accepts full responsibility for each of their respective contractual obligations under the contract but does not guarantee any contributions or investment returns except as to the Guaranteed Account and the Lifetime Guaranteed Income Account as provided under the contract. Neither United of Omaha, Companion Life Insurance, nor their representatives or affiliates offers investment advice in connection with the contract.

For producer use only. Not for use with the general public or any plan sponsor.