Sell Retirement Right

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

Account Access

Access Your Account
  • Employee
  • Employers
  • Advisors
  • FOCLpoint

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

Support Every Step of the Way

  • To Assist an Employee
  • To Assist an Employer
  • Investment Information

Let us empty your inbox.

We just launched 401(k) Admin Advantage, 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

*Available early 2015 to existing Mutual of Omaha plans.

A Smarter Way to Increase Plan Participation

SmartPlan EnterpriseSM is an interactive video-based retirement planning system proven to increase plan participation and enhance the participant experience.

Key benefits of SmartPlan:

  • Higher enrollment
  • Increased contribution levels
  • Enhanced on-site live meetings
  • Improved financial education
  • Reduced support costs

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.

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.
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