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 brochureto learn more.

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

Mutual of Omaha Rollover Assistance Center

(800) 679-6019 (Option 3)
rollovers@mutualofomaha.com