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Annual Plan Review

Each year, we'll conduct an extensive review of your plan and develop a report that highlights the previous calendar year and provides valuable plan information.

Your annual plan review may include:

  • Plan and investment statistics
  • Service measures
  • Plan enhancements and new services/tools
  • Investment and fund information
  • IRS limits
  • Legislative and regulatory updates
  • Plan tools summary

View a sample annual plan review.

 

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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.

AFN40101-620