Mutual of Omaha Retirement Services - Investment Information

Fund Profiles

Strategic
Investment Selection

Investment Options

No two investors are alike. That's why we provide investment options for all types of employees, regardless of their investment know-how.

Professional Investment Portfolios

Participants who want the convenience and benefits of professional asset allocation will benefit from our Mutual Directions^® and Mutual GlidePath^SM portfolios.

Monitored Options

For investors who want to build their own portfolios, we offer professionally-selected, monitored investment options that cover a range of asset classes and styles.

Individually Managed Accounts

For participants who don't have the time, desire or expertise to manage their own accounts, we offer full-service investment management options.

Additional Options

Access to more than 500 mutual funds and a self-directed brokerage account provides additional choices and flexibility for the savviest investors.

Investment Selection Process

Learn how we carefully select and monitor our investment options and fund managers.

Investment options are offered through a group variable annuity contract (Forms 902-GAQC-09 or 902-GAQC-09(OR) or 901-GAQC-07 or 901-GAQC-07(OR)) underwritten by United of Omaha Life Insurance Company for contracts issued in all states except New York. United of Omaha Life Insurance Company is not licensed in New York. In New York, Companion Life Insurance Company, Hauppauge, NY underwrites the group variable annuity (Form 900-GAQC-07(NY)). Each company accepts full responsibility for each of their respective contractual obligations under the contract but does not guarantee any contributions or investment returns except as to the Guaranteed Account and the Lifetime Guaranteed Income Account as provided under the contract. Neither United of Omaha, Companion Life Insurance, nor their representatives or affiliates offers investment advice in connection with the contract.