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Deals & People January 5, 2012
Mutual of Omaha and Securities America Form Strategic Alliance
Through a partnership, Mutual of Omaha’s retirement plans will be available to Securities America’s financial professionals nationwide.
Reported by PLANADVISER staff
Securities America advisers will have access to Mutual’s educational tools and resources including its 401k Coach Program, fiduciary support programs and third-party investment comparisons from FiRM to help demonstrate a commitment to fair and competitive fees.
The alliance is part of Mutual of Omaha Retirement Plan Division’s goal of doubling its retirement plans product distribution and adviser support programs to producers affiliated with key broker/dealers across the nation, said Chuck Lombardo, president and CEO of Retirement Marketing Solutions, Inc. (RMS), a Mutual of Omaha subsidiary.
“Securities America is an excellent company with a strong network of advisers across the country,” Lombardo said. “Many of these advisers focus on small- to mid-size employers, which fit into our sweet spot.”