Survey: Mutual of Omaha Retirement Services Earns 96% Overall Client Satisfaction Rating

OMAHA, Neb. (February 26, 2014) – Mutual of Omaha Retirement Services received a 96 percent overall client satisfaction rating in a recent 401(k) customer satisfaction survey conducted by Chatham Partners, the company announced. Mutual of Omaha Retirement Services surpassed 21 out of 22 benchmarks for overall impressions and products and services measures.

Mutual of Omaha Retirement Services received satisfaction ratings of 93 percent or higher in each of Chatham’s key overall impressions metrics including:

Overall Impressions Metrics Ratings1 2013 Industry Benchmarks1
Overall Satisfaction 96% 94%
Excellent reputation as a retirement services provider 95% 93%
Is easy to do business with 95% 91%
Helps me fulfill my fiduciary responsibilities 94% 90%
Provides good value for the money 94% 92%
Would recommend to others 94% 91%
Treats me as an important client 93% 91%

1-Combined scores of “5,” “6” and “7” – representing the highest levels of satisfaction and loyalty

“As we work to simplify and improve the 401(k) experience with features that bring peace of mind to employers and employees, it is gratifying to know that our customers recognize and value our efforts,” said John Corrieri, Vice President of 401(k). “Our commitment to listening to our customers allowed us to build on previous, strong survey results. We remain dedicated to continuously improving our 401(k) products and service to make doing business with Mutual of Omaha Retirement Services as easy and rewarding as possible.”

Chatham Partners, a leading independent market research firm that conducts client satisfaction and loyalty studies in the retirement services industry, surveyed Mutual of Omaha Retirement Services’ entire 401(k) customer base to provide comprehensive data on all aspects of the company’s service offerings. It was the second year Chatham conducted the survey on behalf of Mutual of Omaha Retirement Services.

“Mutual of Omaha has taken impressive steps this year to improve in several key areas of its client service platform,” said Peter Starr, president of Chatham Partners. “The results are a testament to Mutual of Omaha’s dedication to executing a superior client experience on all fronts.”

“Corrieri said success lies in working with employers and their advisors to help improve retirement outcomes. “Our ultimate goal is to help our customers’ employees achieve their own financial freedom in retirement, and we are very pleased by this vote of confidence from our customers,” he said.

For more information about Mutual of Omaha Retirement Services and other retirement products and services, visit Group variable annuity contracts underwritten by United of Omaha Life Insurance Company in all states except New York. In New York, Companion Life Insurance Company, Lynbrook, N.Y., underwrites the group variable annuity. Each underwriting company is solely responsible for its own contractual and financial obligations.

Mutual of Omaha is a full-service, multi-line organization providing insurance, banking and financial products for individuals, businesses and groups throughout the United States.