Retirement Services

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

Minimizing Your Fiduciary Risk

You have an ongoing responsibility to monitor investment performance and adjust the investment line-up of your plan as needed.

Our due-diligence process, backed by the experience of third-party consultants, can help provide you with the peace of mind that you are meeting your obligations and provides a platform for you and your advisor to make informed decisions regarding your plan.

We help provide protection for investment selection at both the product and plan levels and offer protection for administrative duties related to your plan.

Questions? Please Call: (888) 917-7120