Retirement Services

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

Get Rollovers Right

When our customers told us the 401(k) rollover process can be complicated and confusing, we listened.

We created a Rollover Assistance Center to help streamline the process if you choose to roll existing account balances into a Mutual of Omaha Retirement Services 401(k) plan.

Our dedicated staff of Rollover Specialists assists you with:

  • Initiating a rollover distribution
  • Completing any required forms or paperwork
  • Ensuring funds are re-invested in your Mutual of Omaha 401(k) account

It’s that simple! Check out our 401(k) Rollover video and brochure to learn more.

Or, if you’re comfortable doing it yourself, complete and return this Rollover Contribution Form

Questions? Please Call: (888) 917-7191