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Return Information

Plan Specific Returns

Performance information is updated each month and available online or by calling the Call Center at 1-888-917-7191. The information is also shown on participants' quarterly statements.

Investment Options

Learn more about the available investment options by viewing the profiles of each fund.

Along with the investment objectives, the profiles include quarterly information on the holdings, sector weightings, benchmark information, and helpful definitions.

Professional Investment Portfolios

To help simplify investment selection, we offer professional investment portfolios (also known as asset allocation portfolios). Each diversified portfolio is designed to meet specific risk-based investment objectives. The portfolios are continually monitored and automatically rebalanced, as necessary.

Expand Time-Based Portfolios

Expand Risk-Based Portfolios

Monitored Options

Participants can build their own portfolios with investments from some of the nation's largest institutional money management firms and best-known fund families.

All funds may not be available as an investment option in a plan. Plans may also offer other investments that are not listed.

Expand Domestic Stock Funds

Expand Fixed Income/Bonds

Expand International Stock Funds

Expand Specialty Funds

Individually Managed Accounts

For participants who wish to leave the investment decisions to the experts, we offer individually managed accounts (IMA). An IMA provides participants a personalized retirement strategy through professional account management, including customized portfolio selection and ongoing monitoring.

The below services are not available as individual investment options. They are offered as part of an individually managed account option.

Stadion
For more information, go to stadionmoney.com or call (800) 222-7636.

Morningstar® Retirement ManagerSM

Morningstar Retirement Manager is a managed account program in which investments made on the participant's behalf are customized to their situation. Morningstar provides personalized retirement strategy recommendations, professional investment advice and managed account services. For information about Morningstar Retirement Manager, please call
(888) 917-7191.

 

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Investment options are offered through a group variable annuity contract (Forms 902-GAQC-09 or 902-GAQC-09(CT) or 902-GAQC-09(OR)) underwritten by United of Omaha Life Insurance Company for contracts issued in all states except New York. United of Omaha Life Insurance Company, Omaha, NE 68175 is not licensed in New York. In New York, Companion Life Insurance Company, Hauppauge, NY 11788 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 Life Insurance Company, Companion Life Insurance Company, nor their representatives or affiliates offers investment advice in connection with the contract.

AFN41237