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Investment Selection

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 and 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.

Contact your relationship manager to learn more.

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Note: The availability of Mutual of Omaha's account services and investment options may vary by plan. Please consult with your employer if you are unsure which services and options are included in your plan.

Investment options are offered through a group variable annuity contract (Forms 900-GAQC-97, 900-GAQC-07(NC), 900-GAQC-07(OR), and 900-GAQC-07(WI)) underwritten by United of Omaha Life Insurance Company for contracts issued in all states except New York. United of Omaha is not licensed in New York. In New York, Companion Life Insurance Company, Lynbrook, 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 provided in the annuity for the Guaranteed Account. Neither United of Omaha, Companion Life Insurance, nor their representatives or affiliates offers investment advice in connection with the contract.

AFN40101-306