Why should you consider the small 401(k) market?
It's simple. The small 401(k) plan asset-based model could provide greater margins. With the help of Mutual of Omaha Retirement Services, you can earn approximately $25,000 annually on one $10 million plan – all while doing less work.
With our small market 401(k) solution, you can leverage our resources to provide the same high-quality service, investments and fiduciary standards reflected in your practice today. We will assist you with:
- Straightforward pricing and fee structure
- Multiple QDIA options and non-proprietary mutual funds selected through an independent third-party due-diligence process
- Turnkey plan conversion, implementation and ongoing support
You can continue focusing on large plans while profiting as an experienced advisor for a select few quality small plans.