Mutual of Omaha recently eliminated its wrap fees on retirement plans with $1 million or more in transferred assets when the Stadion managed account option is selected as the Qualified Default Investment Alternative (QDIA).* And with this option, brokers now have more flexibility with trail commissions to win the sale.
PROFESSIONAL ACCOUNT MANAGEMENT
Through Stadion, participants have access to professional account management and ongoing monitoring from a team of experienced financial professionals. A registered investment advisor makes investment decisions on the participant’s behalf and provides ongoing retirement account management.
FIDUCIARY PROTECTION FOR PLAN SPONSORS
Using Stadion as a QDIA can provide the safe harbor protection available under ERISA. Stadion’s unique account management service is designed to provide market downside protection and reduced risk exposure as participants near retirement. This means that the investment decision responsibility rests with Stadion’s team of financial professionals.
Call (877) 401-SALE today to learn how you can offer your clients the Stadion managed account option available in Mutual of Omaha’s retirement products.
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*Stadion's account management fees will remain unchanged at 0.75% for QDIA. Commission charges still apply.
Investment options are offered through a group variable annuity contract (Forms 901-GAQC-07 and 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, 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.
Stadion Money Management, Inc. is an independent registered advisory firm and is neither an affiliate nor a subsidiary of Mutual of Omaha Insurance Company. Actively managed accounts are included only in plans that offer an IMA as an option. A separate agreement is required. Refer to separate agreement for further information. Past performance is no guarantee of future results. Additional fees may apply.
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United of Omaha Life Insurance Company |
