Plan Participant
Communications
Sample Enrollment Kit
Customized enrollment kits are provided to all eligible employees to facilitate the enrollment process.
Customized enrollment kits are provided to all eligible employees to facilitate the enrollment process.
Sample Enrollment Kit – Companion
Customized enrollment kits are provided to all eligible employees to facilitate the enrollment process.
Customized enrollment kits are provided to all eligible employees to facilitate the enrollment process.
Enrollment Presentation
This is the enrollment presentation and script for facilitating participant enrollment meetings.
This is the enrollment presentation and script for facilitating participant enrollment meetings.
Enrollment Presentation – Spanish
This is the enrollment presentation and script for facilitating participant enrollment meetings in Spanish.
This is the enrollment presentation and script for facilitating participant enrollment meetings in Spanish.
Self-Directed Brokerage Account Participant Fact Sheet
This is the plan participant fact sheet for the Ameritrade Self-Directed Brokerage Account.
Approximate size: 8.5 x 11 (2 pages)
This is the plan participant fact sheet for the Ameritrade Self-Directed Brokerage Account.
Approximate size: 8.5 x 11 (2 pages)
Self-Directed Brokerage Account Participant Fact Sheet – New York Clients Only
This is the plan participant fact sheet for the Ameritrade Self-Directed Brokerage Account.
Approximate size: 8.5 x 11 (2 pages)
This is the plan participant fact sheet for the Ameritrade Self-Directed Brokerage Account.
Approximate size: 8.5 x 11 (2 pages)
Retirement Savings Plan Projection Statement (English & Spanish)
This statement provides useful information regarding plan participants' current retirement plan status and examples of how their retirement savings would grow if they increased their contributions. Plan sponsors can contact their Relationship Manager if they would like these statements created for their eligible employees.
This statement provides useful information regarding plan participants' current retirement plan status and examples of how their retirement savings would grow if they increased their contributions. Plan sponsors can contact their Relationship Manager if they would like these statements created for their eligible employees.
Guide to Reading the Retirement Savings Plan Projection Statement (English & Spanish)
This guide will help plan participants understand how to read their projection statement. It is automatically included with each individual projection statement.
This guide will help plan participants understand how to read their projection statement. It is automatically included with each individual projection statement.
Sample Participant Statement
This is an example of our easy-to-understand, informative participant statement that is sent quarterly to the plan participant's home.
This is an example of our easy-to-understand, informative participant statement that is sent quarterly to the plan participant's home.
Retirement Calculator
Participants can use this brochure to determine an appropriate retirement savings goal and appropriate deferral percentage.
MUGC8588_0807
Approximate size: 8.5" x 11" (folded)
Participants can use this brochure to determine an appropriate retirement savings goal and appropriate deferral percentage.
MUGC8588_0807
Approximate size: 8.5" x 11" (folded)
Portfolio Selection Worksheet
Participants can use this brochure to determine how to invest their retirement contributions.
MUGC8589_0807
Approximate size: 8.5" x 11" (folded)
Participants can use this brochure to determine how to invest their retirement contributions.
MUGC8589_0807
Approximate size: 8.5" x 11" (folded)
Mutual GlidePathSM Portfolio Participant Flyer
Participants may review this overview flyer as they make decisions about their retirement plan investments.
MUGC8830
Approximate size: 8.5" x 11"
Participants may review this overview flyer as they make decisions about their retirement plan investments.
MUGC8830
Approximate size: 8.5" x 11"
Mutual Directions® Portfolio Participant Flyer
Participants may review this overview flyer as they make decisions about their retirement plan investments.
MUGC8829
Approximate size: 8.5" x 11"
Participants may review this overview flyer as they make decisions about their retirement plan investments.
MUGC8829
Approximate size: 8.5" x 11"
Mutual Directions® Portfolio Participant Flyer - New York
New York participants may review this overview flyer as they make decisions about their retirement plan investments.
MUGC8844
Approximate size: 8.5" x 11"
New York participants may review this overview flyer as they make decisions about their retirement plan investments.
MUGC8844
Approximate size: 8.5" x 11"
To order printed copies of these pieces, please contact the Sales Desk
at
877-401-SALE (7253) or e-mail salesdesk@mutualofomaha.com.
Mutual of Omaha Insurance Company. All rights reserved.