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Mutual Directions Portfolios Offer Diversification and Proven 10-Year Performance History

Mutual of Omaha


Plan sponsors make the right choice when they offer employees Mutual Directions®, Mutual of Omaha Retirement Services’ investment solution that allows employees to use their personal risk tolerance as a guide for deciding how to invest their 401(k) contributions. Why is it the right choice?

Remarkable Performance
Mutual Directions recently marked its 10-year performance history. That’s right. These portfolios have weathered the dot com boom and bust, 9/11 downturn and record-setting stock market gains. Many of our competitors’ asset allocation models haven’t achieved even a five-year history.

Through all the volatility, our Mutual Directions portfolios have performed exactly as designed – conservative options have returned conservative results, while high-risk options have helped investors advance their savings. Plus, they’ve met or exceeded many established performance benchmarks.

Find Out More
Thank you for remaining a valuable Mutual of Omaha client. If you have questions about specific performance in your plan or would like to add Mutual Directions to your plan, please contact me directly.

Read the Mutual Directions press release

Get Retirement Right


Investment options are offered through a group variable annuity contract (Forms 900-GAQC-97, 900-GAQC-07(NC), 900-GAQC-07(OR), and 900-GAQC-07(WI)) underwritten by United of Omaha Life Insurance Company for contracts issued in all states except New York. United of Omaha is not licensed in New York. In New York, Companion Life Insurance Company, Lynbrook, NY underwrites the group variable annuity (Form 900-GAQC-07(NY)). Each company accepts full responsibility for each of their respective contractual obligations under the contract but does not guarantee any contributions or investment returns except as provided in the annuity for the Guaranteed Account. Neither United of Omaha, Companion Life Insurance, nor their representatives or affiliates offers investment advice in connection with the contract.

Mutual of Omaha Insurance Company  |  Mutual of Omaha Plaza  |  Omaha, NE 68175

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