‘Retirement Right Blueprint’ Debuts from Mutual of Omaha – The 401(k) Specialist

Mutual of Omaha Retirement Services today launched its newest product, called Retirement Right Blueprint—billed as “a customer experience built to simplify the process of designing, installing and administering the right plan for each customer.”

An extension of Mutual’s Retirement Right suite, the open architecture product leverages technology to allow employers of any size to create a retirement plan for their employees, the company said in a statement announcing the release.

“We couldn’t be more excited to launch our newest product, Retirement Right Blueprint,” said Laura Huscroft, vice president of retirement services at Mutual of Omaha. “This product expands accessibility of retirement planning to employers of all sizes and can be a compelling solution for employers faced with retirement plan state mandates, as well as those searching for a customer-centric provider.”

The new product includes a variety of optional services such as 3(16), 3(21), 3(38), managed accounts and self-directed brokerage accounts.

Additional features include:

  • Access to a relationship manager for all plans, regardless of asset size
  • Accelerated plan installation
  • Financial wellness tools embedded in the plan sponsor, financial professional and participant experiences

The financial wellness tools include Financial Finesse, the award-winning tool proven to reduce financial stress, advance financial health and improved retirement readiness. In addition, the iJoin tool provides ongoing retirement plan support while the Imagine Retirement Right employee engagement workshops help employees envision their retirement dreams and increase plan contributions.

By using the Blueprint, the company said it is able to offer accelerated plan installation that can get a new plan up and running in days instead of months. The interactive installation portal makes designing a plan simple and intuitive and enables seamless collaboration between Mutual of Omaha, the financial professional and plan sponsor.

Omaha, Neb.-based Mutual of Omaha Retirement Services has been providing retirement solutions for plan sponsors for more than 45 years. For more information, see the new four-page Retirement Right Blueprint brochure.

Brian Anderson


Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.