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Plan Administrator Consultation

Whether you're new to administering retirement plans or would like a refresher course, we provide personalized consultation to help you understand your responsibilities as a plan administrator.

Topics of the consultation include:

  • Key contacts and roles
  • Resources and tools
  • Your fiduciary responsibilities
  • How to process contributions and distributions
  • How to conduct compliance testing
  • Available investment options
  • Plan sponsor and participant Web site capabilities

 

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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.

AFN40101-618