Products October 24, 2013
Mutual of Omaha Adds LPL Financial Solutions Platform
Mutual of Omaha’s retirement plans division has added LPL Financial’s retirement advice and education solutions to its 401(k) products.
Reported by John Manganaro
Plan sponsor clients of Mutual of Omaha can now access LPL’s Worksite Financial Solutions, including the platform’s Employee Advice Solution, which allows plan participants to receive customized retirement advice and education.
Under the new agreement, plan sponsors can also access the Worksite Financial Solutions platform’s various employee transition and engagement solutions, which address the needs of plan participants from the time of hiring through retirement years.
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