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Plan Start-up and Conversion

Establishing or converting a retirement plan can be overwhelming. We provide the administrative assistance needed to help simplify the process by:

  • Working with you and your payroll providers to set up a smooth and timely process
  • Providing prototype plan documents including a sample Investment Policy Statement
  • Providing tools to help select investment options
  • Conducting on-site or remote enrollment meetings
  • Distributing customized enrollment packages

 

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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.

AFN40101-619