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Sponsor Tools
Retirement Programs – Performance Reports
Mutual of Omaha's Investment Manager Oversight Committee (IMOC) regularly reviews and monitors the performance of each investment fund offered*. Plan sponsors receive the following quarterly reports to help you monitor your retirement plan:
- Retirement Programs Performance Review
- Retirement Programs Performance Review – For New York clients
- Retirement Programs Investment Measurement Report
- Retirement Programs Investment Measurement Report – For New York clients
Returns referenced in these documents are net of investment management fees (unless otherwise noted), but not administrative fees under a plan's group variable annuity contract. Your plan's specific returns maybe lower. Please review your online account for plan specific returns.
Please contact your Relationship Manager for additional information or to request printed copies.
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