Annual Plan Review
This is a sample of an electronic version of our printed 2007 Annual Plan Review for plan sponsors.
Approximate size: 8.5 x 11 (42 pages)
This is a sample of an electronic version of our printed 2007 Annual Plan Review for plan sponsors.
Approximate size: 8.5 x 11 (42 pages)
Prior Carrier Letter
Plan sponsors can use this sample letter to notify their prior carrier that they are terminating their contract.
Approximate size: 8.5 x 11
Plan sponsors can use this sample letter to notify their prior carrier that they are terminating their contract.
Approximate size: 8.5 x 11
Investment Policy Statement
Plan sponsors can use this sample document to develop their company's investment policy statement.
Approximate size: 8.5 x 11 (4 pages)
Plan sponsors can use this sample document to develop their company's investment policy statement.
Approximate size: 8.5 x 11 (4 pages)
Participant Blackout Notice
This is a sample participant blackout notice for plan sponsors to use. It also includes helpful instructions on how to complete the notice.
Approximate size: 8.5 x 11 (2 pages)
This is a sample participant blackout notice for plan sponsors to use. It also includes helpful instructions on how to complete the notice.
Approximate size: 8.5 x 11 (2 pages)
Self-Directed Brokerage Account Plan Sponsor Fact Sheet
This is the plan sponsor fact sheet for the Ameritrade Self-Directed Brokerage Account.
Approximate size: 8.5 x 11 (2 pages)
This is the plan sponsor fact sheet for the Ameritrade Self-Directed Brokerage Account.
Approximate size: 8.5 x 11 (2 pages)
Self-Directed Brokerage Account Plan Sponsor Fact Sheet – New York Clients Only
This is the plan sponsor fact sheet for the Ameritrade Self-Directed Brokerage Account.
Approximate size: 8.5 x 11 (2 pages)
This is the plan sponsor fact sheet for the Ameritrade Self-Directed Brokerage Account.
Approximate size: 8.5 x 11 (2 pages)
(k)ruiseControl Fact Sheet
This reference guide provides an overview of the (k)ruiseControl automatic enrollment and deferral increase program. It also outlines the procedures plan sponsors need to follow to add the program to their retirement plans.
Approximate size: 8.5 x 11 (2 pages)
This reference guide provides an overview of the (k)ruiseControl automatic enrollment and deferral increase program. It also outlines the procedures plan sponsors need to follow to add the program to their retirement plans.
Approximate size: 8.5 x 11 (2 pages)
AgentIRA Flyer
A plan sponsor can refer to this flyer for information on the AgentIRA program from Mutual of Omaha. This program is designed to help administer automatic rollovers from a retirement plan.
Approximate size: 8.5 x 11
A plan sponsor can refer to this flyer for information on the AgentIRA program from Mutual of Omaha. This program is designed to help administer automatic rollovers from a retirement plan.
Approximate size: 8.5 x 11
Participant Locator Services
This is a flyer that explains the Mutual of Omaha Participant Locator Services available to Plan Sponsors.
This is a flyer that explains the Mutual of Omaha Participant Locator Services available to Plan Sponsors.
Roth 401K Provisions
This is a guide that outlines what Plan Sponsors and Financial Advisors need to know about adding Roth 401k provisions to a retirement plan.
This is a guide that outlines what Plan Sponsors and Financial Advisors need to know about adding Roth 401k provisions to a retirement plan.
Satisfaction Guaranteed Flyer
This is a flyer to inform plan sponsors of the satisfaction guaranteed policies.
This is a flyer to inform plan sponsors of the satisfaction guaranteed policies.
Satisfaction Guaranteed Flyer - for TPAs only
This is a flyer to inform plan sponsors of the satisfaction guaranteed policies.
This is a flyer to inform plan sponsors of the satisfaction guaranteed policies.
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.