Strategic Investment Selection

Callan Associates, Inc.

Callan Associates, Inc. provides strategic investment consulting for Mutual of Omaha's retirement-savings products. Based on extensive experience in developing investment structures for defined benefit and defined contribution plans, endowments, trust and foundations, Callan developed a best practice model of defined contributions to help Mutual of Omaha determine the number and type of investment options to offer you.

Investment Manager Oversight Committee

Mutual of Omaha's Investment Manager Oversight Committee (IMOC) is comprised of respected investment and retirement services experts from Mutual of Omaha, supported by advisors from Callan. The committee selects and monitors the investment managers and fund options in our investment lineup. This added level of due diligence can help you fulfill your fiduciary responsibilities.

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Fund Profiles

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