Strategic Partners
Strategic Partners } Mutual of Omaha: Marketing Materials - 401(k)
- Overview
- Fiduciary Services
- Investment Options
- Plan Support
- TPA
- Sales Support
- Please contact Jackie Braun at (402) 351-5353 to order printed copies.
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
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
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
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
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.
MUGC8771_0210
This flyer outlines the fiduciary support provided with our QDIA options.
MUGC8771_0210
Mesirow Fiduciary Partnership Program Flyer
This flyer outlines the fiduciary support services available to plan sponsors through Mesirow Financial.
MUGC8715_0210
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
This flyer outlines the optional Stadion IMA program.
MUGC8887_0210
Morningstar Retirement Manager Flyer - Fiduciary version
This piece explains the features and benefits of the Morningstar Retirement Manager product.
MUGC8909_0210
This piece explains the features and benefits of the Morningstar Retirement Manager product.
MUGC8909_0210