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 - Plan Support
Plan Design & Administration
Automatic Features - QDIA Flyer
This flyer provides a high-level overview of our QDIA options.
MUGC8934_0210
This flyer provides a high-level overview of our QDIA options.
MUGC8934_0210
(k)ruiseControl Flyer
This flyer provides an overview of the (k)ruiseControl automatic enrollment and deferral increase program. It also outlines the procedures plan sponsors need to follow to add the program to their retirement plans.
MUGC8611_0210
This flyer provides an overview of the (k)ruiseControl automatic enrollment and deferral increase program. It also outlines the procedures plan sponsors need to follow to add the program to their retirement plans.
MUGC8611_0210
Satisfaction Guaranteed Flyer
This is a flyer to inform plan sponsors of the satisfaction guaranteed policies.
MUGC8606_0309
This is a flyer to inform plan sponsors of the satisfaction guaranteed policies.
MUGC8606_0309
Safe Harbor Automatic Enrollment Flyer
This flyer is an overview of Mutual of Omaha's optional safe harbor and automatic enrollment provisions.
MUGC8906_0210
This flyer is an overview of Mutual of Omaha's optional safe harbor and automatic enrollment provisions.
MUGC8906_0210
Tools & Resources
Participant Communications Flyer
This flyer provides an overview of the education and enrollment materials available to help plan sponsors boost participation and increase contributions in their plans.
MUGC8959_0210
This flyer provides an overview of the education and enrollment materials available to help plan sponsors boost participation and increase contributions in their plans.
MUGC8959_0210
FOCLpoint Flyer - Plan support version
This flyer describes the new online fiduciary document database available to plan sponsors.
MUGC8870_0310
This flyer describes the new online fiduciary document database available to plan sponsors.
MUGC8870_0310
Participant Locator Services Flyer
This is a flyer that explains the Mutual of Omaha Participant Locator Services available to plan sponsors.
MUGC8763_0309
This is a flyer that explains the Mutual of Omaha Participant Locator Services available to plan sponsors.
MUGC8763_0309
Contributions Newsletter
This is a sample of the quarterly newsletter that is mailed out with participant statements.
MUGC7364_0709
This is a sample of the quarterly newsletter that is mailed out with participant statements.
MUGC7364_0709
Retirement Savings Plan Projection Statement (English & Spanish)
This statement provides useful information regarding plan participants' current retirement plan status and examples of how their retirement savings would grow if they increased their contributions. Plan sponsors can contact their Relationship Manager if they would like these statements created for their eligible employees.
AFN3340_0708
This statement provides useful information regarding plan participants' current retirement plan status and examples of how their retirement savings would grow if they increased their contributions. Plan sponsors can contact their Relationship Manager if they would like these statements created for their eligible employees.
AFN3340_0708
Guide to Reading the Retirement Savings Plan Projection Statement (English & Spanish)
This guide will help plan participants understand how to read their projection statement. It is automatically included with each individual projection statement.
This guide will help plan participants understand how to read their projection statement. It is automatically included with each individual projection statement.
Sample Participant Statement
This is an example of our easy-to-understand, informative participant statement that is sent quarterly to the plan participant's home.
This is an example of our easy-to-understand, informative participant statement that is sent quarterly to the plan participant's home.
Plan Support
Sample Investment Policy Statement
The purpose of this sample Investment Policy Statement (IPS) is to document the investment objectives and performance guidelines for the assets of the Retirement Plan.
The purpose of this sample Investment Policy Statement (IPS) is to document the investment objectives and performance guidelines for the assets of the Retirement Plan.
