Sell Retirement Right

Underwritten by United of Omaha Life Insurance Company or Companion Life Insurance Company

Account Access

A New Approach to 401(k) Prospecting

Prospecting is one of the most time consuming tasks you do on a daily basis. We understand how valuable your time is and want to help you grow your book of business so we’ve developed a new approach to prospecting where we do all the heavy lifting.

Learn More About 401(k) Prospecting Made Easy

Build a Smarter Business

Being successful in the 401(k) market doesn’t need to divert resources or focus from other aspects of your business. We’ve developed our product and service offering to simplify the 401(k) experience, with features that help provide you and your clients peace of mind.

Learn How We Make It Easy
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Support Every Step of the Way

Let us empty your inbox.

We just launched *401(k) Admin AdvantageSM, an exciting new service that simplifies 401(k) plan administration, gives your clients peace of mind and complements TPA service offerings.

Our service helps you:

  • Minimize client risk by letting us serve as co-fiduciary for many ERISA 3(16) requirements
  • Simplify day-to-day administrative duties
  • Select the level of administrative support service each client needs
  • Have confidence that plan administration meets regulatory requirements

Demonstrate Your Value to Plan Sponsor Clients

Our Service Overview helps you convey your differentiated service offering. By using this as a discussion guide, you can:

  • Engage your clients
  • Assess their needs
  • Offer recommendations for employee education

Contact us for information about any of these tools.

*401(k) Admin AdvantageSM Services provided by Mutual of Omaha Retirement Services

And the survey says...

Mutual of Omaha Retirement Services received a 96% overall client satisfaction rating in a recent 401(k) customer satisfaction survey conducted by Chatham Partners.