Retirement Services

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

401(k) Service and Support

We simplify the 401(k) plan administration experience to enhance outcomes for your employees and help provide you with the peace of mind that our service professionals are here to help. From implementation to ongoing support, we’re dedicated to providing exceptional customer service.

On-boarding Made Easy

Establishing or converting a retirement plan can be overwhelming. Our implementation specialists provide a dedicated service team that helps simplify the process by:

  • Working with you and your payroll providers to set up a smooth and timely process
  • Assessing possible plan improvements and coordinating requirements
  • Providing prototype plan documents, including a sample Investment Policy Statement
  • Conducting on-site or remote enrollment meetings
  • Distributing customized enrollment packages
  • Ensuring a seamless handoff to our client services team

Plan Administration

We provide a host of services that take the hassle out of plan administration, help fulfill regulatory and legal responsibilities, and help you ensure the ongoing health of your plan – always backed by a friendly and knowledgeable service team dedicated to your plan.

Questions? Please Call: (888) 917-7120