Retirement Services

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

Plan Monitoring

Our robust service features help you manage your plan with ease.

  • 24-Hour Plan Access – login to a secure Web site or call our Interactive Voice Response (IVR) system to access important plan information any time of the day or night:
    • On-demand reporting and information on both the plan and participant level
    • Detailed contribution tracking
    • Plan transaction initiation
    • Employee information modification
    • Employee eligibility tracking
    • Plan maintenance and administration
    • IVR System
      (888) 917-7120
      Service representatives available Monday through Friday
      7:00 a.m. to 7:00 p.m. CST
  • Fund performance reports
  • Quarterly and annual plan reviews with Planillustrator
  • Compliance testing, if applicable

Annual Plan Review with Planillustrator

Each year, we'll conduct an extensive review of your plan and develop a report that highlights the previous calendar year and provides valuable plan information. Your annual plan review may include:

  • Plan design
  • Cash flow
  • Web statistics
  • Investment and fund information
  • Age band reporting

Questions? Please Call: (888) 917-7120