Retirement Services

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

Product Level Protection

Our due-diligence process, backed by the experience of third-party consultants, can help provide you with the peace of mind that your investment portfolio is professionally screened and monitored, meets your obligations and can provide growth potential.

Investment Selection

Industry veteran Callan Associates, Inc. supports our strategic investment selection process that also includes fiduciary protection for you.

Unbiased Fund Screening

Callan provides strategic investment counseling to our internal Investment Manager Oversight Committee (IMOC) utilizing:

  • An established qualitative and quantitative selection process
  • Complete reporting to the IMOC as well as fund profiles and scorecards
  • Documentation of due diligence activity

Strategic Asset Allocation

Callan provides additional due diligence by advising our IMAC as the committee:

  • Selects investment managers and fund options
  • Assumes responsibility for overall investment structure and plan design with non-proprietary funds, unbiased fund manager selection and ongoing performance evaluation
  • Provides consistency and prudent investment monitoring
  • Replaces funds as needed

QDIA Investment Selection

The Qualified Default Investment Alternative (QDIA) is a default option for employees who want their investment options made for them. Offering this option can minimize your fiduciary risk and increase employee participation in the plan – improving plan health. A variety of QDIA options are available to fit your employee demographics.

Questions? Please Call: (888) 917-7120