The Oasis Mortgage Group 401(k) Retirement Plan

Retirement Plan Walkthrough

Other Resources

First Time Enrolling?

You’ll need to click on the button below to go to registration.  You’ll need to enter your social security number, date of birth and last name for the system to locate you.

Vestwell Participant Login

By clicking below, you will be redirected to Vestwell’s Participant portal.  Inside the portal, you will be able to view your retirement savings, change deferral amounts, adjust investment options and review important documentations regarding your plan.

Concordia Resources

For questions regarding investment options and selection, savings & budgeting, financial planning, and investment education.

Phone

+1 (614) 881-1500

E-mail

Risk Tolerance Questionnaire

Schedule a Chat

Vestwell Resources

For troubleshooting your account (i.e. registrations, rollovers, etc.), investment information, transfers and login/website issues.

Phone

+1 (917) 979-5358 option 3

E-mail

Employee Portal Demo

How-To Guides

SAGE Tuition Rewards

With SAGE Tuition Rewards, students will earn guaranteed minimum scholarships at over 455 participating private colleges and universities across America! The scholarships can equal up to one full year’s tuition!

Each Tuition Rewards Point is equal to $1.00 in tuition discounts if the student attends a participating college or university. The accumulated points represent the minimum scholarship (grant or other institutional discount) that the student will receive.

35,000 Tuition Rewards Points represent a guaranteed minimum $35,000 scholarship at our member colleges. Your loved-one may receive more, but is guaranteed not to receive less!

Tuition Reward Points accrue like frequent flyer miles and are earned by based on investments implemented with Concordia Wealth Planning. What makes Tuition Rewards even more unique is that you don’t have to use the investment earning Reward Points to pay for college! How you pay for college is your choice.

 

* SAGE Tuition Rewards is available for clients who wish to have Concordia implement investment advice through the Investment Management add-on