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Products September 27, 2007
Mutual of Omaha Expands DC Investment Options
Mutual of Omaha will offer a target date funds option and an individual managed account option through a partnership with Morningstar Associates to retirement plan participants.
Reported by Adrien Martin
Mutual of Omaha will also offer nine risk-based professional investment portfolios based on projected retirement dates.
Morningstar Associates will administer the managed account option through the Morningstar Retirement Manager suite of investment advisory services. This feature is meant to give participants a personalized retirement strategy through professional account management, including customized portfolio selection and quarterly monitoring, according to a press release
For participants who want to build their own portfolios, Mutual of Omaha now offers more than 50 investment options covering a range of asset classes and styles.
For more information about Mutual of Omaha’s expanded portfolio of investment options, visit www.getretirementright.com.
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