Deals & People June 9, 2011

Mutual of Omaha Forms Alliance with Triad Advisors

Mutual of Omaha Retirement Plans Division announced a strategic alliance with Triad Advisors Inc. to help support the sale of its retirement plan solutions.
Reported by

The partnership with Triad is part of Mutual of Omaha Retirement Plans Division’s strategy to build alliances with regional broker/dealers that complement the company’s 401(k) wholesaler distribution model. Triad’s advisers will have access to Mutual of Omaha’s educational opportunities, services, and tools, including The 401(k) Coach Program, fiduciary service programs, and third-party investment comparisons to help demonstrate a commitment to fair and competitive fees.   

Triad Advisors, a subsidiary of Ladenburg Thalmann Financial Services Inc., is an independent broker/dealer and Registered Investment Adviser (RIA) headquartered in Norcross, Georgia.

Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.

Products June 9, 2011

MetLife Expands Financial Education Offering

MetLife is expanding its workplace financial and retirement educational programs with a series of workshops covering an array of financial topics, known as PlanSmart.
Reported by

MetLife’s PlanSmart series provides financial education to employees at no cost to the employer or employee, the company announced. It builds upon MetLife’s retirewise program, by adding workshops on managing credit, college funding, estate planning, and financial solutions for families who care for dependents with special needs. After completing one of the workshops, employees are given the option to consult individually with a MetLife professional on site or at home.   

PlanSmart also includes decision-support assistance for employees faced with life changes who may need education and guidance regarding their group life benefits. Transition Solutions aids employees who have a change in their group life coverage for any reason, such as retirement or leaving a company.   

For more stories like this, sign up for the PLANADVISERdash daily newsletter.

Another resource is access to MetLife’s Delivering The Promise program, where experienced MetLife professionals help beneficiaries work through claims and benefit issues following a death in the family.  

“PlanSmart addresses employees’ needs for objective, straightforward guidance to navigate personal financial challenges, from day-to-day ones like managing credit to meeting longer-term expenses and goals, such as planning for a child’s college education or for retirement,” said  Gary L. Simpson, vice president. “Workplace education opportunities like these help to foster a sense of ‘financial wellness’ among employees, which in turn contributes to a more dedicated and productive workforce.”

«