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Products November 2, 2009
New Partnership Offers Plans to Financial Organizations
November 2, 2009 (PLANSPONSOR.com) - A new
partnership between EPIC Advisors Inc. and Mutual of Omaha
offers banks and trust companies a retirement plan offering
to provide to their clients.
Reported by Fred Schneyer
A news release said EPIC provides administrative and recordkeeping services while Mutual of Omaha contributes a variety of retirement services including fiduciary support, participant education, and investment options.
The solution’s investment lineup features more
than 50 investment offerings, including individually
managed accounts, asset allocation funds, and
self-directed brokerage options.
Employers will be able to make use of the plan’s
customized support through plan design and
administration.
More information is available at www.epic1st.com and www.mutualofomaha.com .