Financial Services for Businesses

• Overview
• Business Owner & Executive Compensation Benefits
• Succession Planning
• Employee Benefits
• Retirement & Savings Plans
• Voluntary Insurance Through Payroll Deduction
• Retirement Distribution Planning
• Estate & Family Wealth Transfer Planning

Contact a Small Business Representative

Consult with a professional
Mutual of Omaha representative
about your small business needs.

Retirement and Savings Plans

One size doesn't fit all, especially when it comes to retirement plans. The employer, employee or both may contribute money to the retirement plan, depending on the unique needs and goals of your business. Retirement income is critically important to you and your employees. Several retirement plans options are available to help reduce taxable income and provide a visible employee benefit.

We offer SIMPLE IRAs, SEP IRAs, Profit Sharing plans, 403(b) Plans, 457 Plans, Defined Benefit Plans, 401(k), Individual (k), Keogh, Safe Harbor 401(k), Age-Weighted and Comparability Plans, as well as Traditional, Roth, Coverdell IRAs and 529 Education Savings Plans.