Omega offers a comprehensive 401(k) plan through our partners. Omega acts as the plan trustee and our clients participate as an individual group of our master plan. Clients can customize various features of the plan such as eligibility, match amount, and vesting. Some of the features of the plan are listed below:
- Lifestyle/target maturity funds – employees select an asset mix according to the level of risk and return appropriate for their current life situation
- Designated funds – participants work with an investment professional to pick funds from a variety of asset classes and fund menus
- Employees choose their own funds***
- Self-directed brokerage account – participants may invest in practically any publicly traded mutual fund or stock ***
***These investment options may require investment expertise and/or professional management advice to prudently manage.