Strategic Partners
Strategic Partners } Mutual of Omaha: Marketing Materials - 401(k) Need a supply of marketing materials?
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Mutual of Omaha Marketing Materials - Fiduciary Services

Fiduciary Services Folder
Use this folder to provide an overview of our product, plan and participant-level fiduciary supports.
MUGC8892



Fiduciary Services Brochure
This brochure outlines our three-tiered approach to fiduciary support.
MUGC8742_0210


Product Level Oversight


Callan Associates, Inc. Flyer
This flyer describes why Mutual of Omaha Retirement Services engaged Callan Associates, Inc. to provide strategic investment consulting for our retirement-savings products and the benefits this relationship brings to plan sponsors.
MUGC8652_0210


Plan-Level Guidance


FOCLpoint Flyer - Fiduciary version
This flyer describes the new online fiduciary document database available to plan sponsors.
MUGC8933_0310


Fiduciary Protection - QDIA Flyer
This flyer outlines the fiduciary support provided with our QDIA options.
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Mesirow Fiduciary Partnership Program Flyer
This flyer outlines the fiduciary support services available to plan sponsors through Mesirow Financial.
MUGC8715_0210


Participant-Level Confidence


Stadion Flyer - Fiduciary version
This flyer outlines the optional Stadion IMA program.
MUGC8887_0210

Stadion Plan Sponsor Agreement

Morningstar Retirement Manager Flyer - Fiduciary version
This piece explains the features and benefits of the Morningstar Retirement Manager product.
MUGC8909_0210





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

National Sales Office
Retirement Marketing Solutions, Inc.
5475 Rings Road, 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.

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