The Feeling
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| Street Address: | Mutual of America Financial Group Charleston Area Alliance 1116 Smith Street Suite 210 Charleston, WV 25301 |
| Email: | charleston@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group 222 South Main Street |
| Email: | saltlakecity@mutualofamerica.com |
| Street Address: | Mutual of America Financial Group Two Twin Oaks 227 N. Loop 1604 E Suite 150 San Antonio, TX 78232 |
| Email: | sanantonio@mutualofamerica.com |
| Street Address: | Mutual of America Financial Group 9442 Capital of Texas Highway North, Plaza 1 Suite 500 Austin, TX 78759 |
| Email: | austin@mutualofamerica.com |
| Street Address: | Mutual of America Financial Group 6000 Poplar Avenue Suite 250 Memphis, TN 38119 |
| Email: | memphis@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group 200 W. Martin Luther King Blvd. |
| Email: |
| Street Address: | Mutual of America Financial Group Pacific Northwest Region 1915 Stucki Avenue Suite 400 Hillsboro, OR 97006 |
| Email: | portland@mutualofamerica.com |
| Street Address: | Mutual of America Financial Group 2111 South 67th Street Suite 300 Omaha, NE 68106 |
| Email: | omaha@mutualofamerica.com |
| Street Address: | Mutual of America Financial Group 4449 Easton Way 2nd Floor Columbus, OH 43219 |
| columbus@mutualofamerica.com |
| Street Address: | Mutual of America Financial Group 4819 Emperor Blvd. Suite 400 Durham, NC 27703 |
| Email: | raleigh@mutualofamerica.com |
| Street Address: | Mutual of America Financial Group South Park Towers 6000 Fairview Road Suite 1200 Charlotte, NC 28210 |
| Phone: | 704.430.4056 |
| Email: | northcarolina@mutualofamerica.com |
| Street Address: | Mutual of America Financial Group 73 Market Street, 3rd Floor Yonkers, NY 10710 |
| Email: | bronx@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Lighton Plaza I 7300 College Boulevard |
| Phone: |
913.348.53321 |
| Email: | kansascity@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group 10th Floor |
| Email: | mobile@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group 16th Floor |
| Office: | metroboston@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 1100 |
| Email: | boise@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group 1st Floor |
| Email: | bedford@mutualofamerica.com |
| Street Address: | Mutual of America Financial Group 2525 C Street Suite 210 Anchorage, AK 99503-2632 |
| Phone: | 907.274.7449 |
| Fax: | 907.276.5295 |
| Email: | anchorage@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Biltmore Financial Center 2398 East Camelback Road Suite 510 |
| Phone: | 602.224.8080 |
| Fax: | 602.224.8088 |
| Email: | phoenix@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 680 |
| Phone: | 925.937.9900 |
| Fax: | 925.937.9588 |
| Email: | sanfrancisco@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group 111 West Ocean Boulevard Suite 1110 |
| Phone: | 562.983.0407 |
| Fax: | 562.983.0467 |
| Email: | losangeles@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group 750 B Street Suite 2220 |
| Phone: | 619.544.0860 |
| Fax: | 619.544.9012 |
| Email: | sandiego@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 925 |
| Phone: | 303.694.6102 |
| Fax: | 303.220.5201 |
| Email: | denver@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 410 |
| Phone: | 860.659.3610 |
| Fax: | 860.659.3904 |
| Email: | hartford@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 1125 |
| Phone: | 813.281.8882 |
| Fax: | 813.281.2833 |
| Email: | tampabay@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group 3rd Floor Boca Raton, FL 33487-3598 |
| Phone: | 561.471.1445 |
| Fax: | 561.687.4969 |
| Email: | southflorida@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Five Concourse Parkway Suite 1275 |
| Phone: | 770.396.9795 |
| Fax: | 770.396.8375 |
| Email: | atlanta@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 2305 |
| Phone: | 808.532.1055 |
| Fax: | 808.523.3049 |
| Email: | honolulu@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group 4 Westbrook Corporate Center Suite 240 |
| Phone: | 708.836.0644 |
| Fax: | 708.836.0711 |
| Email: | chicago@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 1170 |
| Phone: | 317.237.2190 |
| Fax: | 317.237.2199 |
| Email: | indianapolis@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 9-200 |
| Phone: | 401.274.8750 |
| Fax: | 401.274.8759 |
| Email: | providence@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 3100 |
| Phone: | 504.832.9055 |
| Fax: | 504.837.8618 |
| Email: | neworleans@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 200 |
| Phone: | 410.859.8256 |
| Fax: | 410.859.8918 |
| Email: | capitalarea@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 750 |
| Phone: | 248.351.4190 |
| Fax: | 248.351.4199 |
| Email: | detroit@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 1290 |
| Phone: | 952.820.0089 |
| Fax: | 952.820.0429 |
| Email: | minneapolis@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 625 |
| Phone: | 314.721.3123 |
| Fax: | 314.721.8309 |
| Email: | stlouis@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 260 |
| Phone: | 973.299.8228 |
| Fax: | 973.402.0077 |
| Email: | newjersey@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 210 |
| Phone: | 585.264.9890 |
| Fax: | 585.264.0367 |
| Email: | rochester@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group 120 White Plains Road Suite 120 |
| Phone: | 914.332.0124 |
| Fax: | 914.332.0923 |
| Email: | tarrytown@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group |
| Phone: | 212.587.9045 |
| Fax: | 212.587.9036 |
| Email: | newyorkcity@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 510 Garden City, NY 11530-4933 |
| Phone: | 516.937.9177 |
| Fax: | 516.937.9180 |
| Email: | longisland@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 500 |
| Phone: | 330.665.1915 |
| Fax: | 330.665.4736 |
| Email: | akron@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 910 |
| Phone: | 859.283.1200 |
| Fax: | 859.283.1370 |
| Email: | kentucky@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 2378 |
| Phone: | 412.391.1300 |
| Fax: | 412.391.1008 |
| Email: | pittsburgh@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 301 |
| Phone: | 610.834.1754 |
| Fax: | 610.834.9224 |
| Email: | philadelphia@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 510 |
| Phone: | 615.872.8223 |
| Fax: | 615.391.4979 |
| Email: | nashville@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 550 |
| Phone: | 972.556.2371 |
| Fax: | 972.869.3052 |
| Email: | dallas@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 1020 |
| Phone: | 713.850.1371 |
| Fax: | 713.850.1223 |
| Email: | houston@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group 4510 Cox Road Suite 304 Glen Allen, VA 23060-6759 |
| Phone: | 804.560.0023 |
| Fax: | 804.560.0061 |
| Email: | richmond@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Suite 550 |
| Phone: | 425.576.2668 |
| Fax: | 425.576.1977 |
| Email: | seattle@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group Two Park Plaza Suite 600 |
| Phone: | 414.359.1221 |
| Fax: | 414.359.1228 |
| Email: | milwaukee@mutualofamerica.com |
| Street Address: |
Mutual of America Financial Group 2000 Duke Street Suite 300 |
| Phone: |
888.866.9799 |
| Fax: |
703.760.7899 |
| Email: | northernvirginia@mutualofamerica.com |
For more than 75 years, our proven approach to simplifying retirement plan administration has helped plan participants build the assets they need to support the life they want.
Mutual of America offers you flexible, scalable retirement plan services designed to exceed your expectations.
Mutual of America is a leading provider of retirement products, offering personalized service at a competitive price to help plan participants and individuals build and preserve assets for a financially secure future. Integrity, prudence and reliability are the values that have guided us since our inception and that continue to serve us well.
Established in 1945
Over 6,700 Active Group Plans
Over 580,000 Participants
Approximately $24.5 Billion
in Total Assets*
*as of 9/30/24
97% Client Retention Rate*
* for Thrift plans as of 9/30/24
With a retirement plan from Mutual of America, you will be able to deliver retirement benefits that are easy to administer and easy to use.
Each member of our dedicated team brings a set of skills, which creates a foundation of insight, knowledge and action.
.
Our periodic "Plan Health" reviews offer an in-depth look at how your plan stacks up against several key indicators.
Safeguards
and holds plan assets as custodian
Reconciles
and reports assets
Settles
all purchases, sales and/or redemptions of securities
Processes
payments and distributions
Withholds
taxes and remits them to the appropriate taxing authorities
Generates
required customized reports
Mutual of America's streamlined plan administration helps ensure that routine communications are produced, annual testing is performed and that you are notified of any required filings.
Required participant communications
Compliance and nondiscrimination testing (as applicable)
Mutual of America's advanced digital platforms automate workflows, streamline operations and provide information anytime, anywhere.
SmartPlan guides users through an interactive process that helps them understand their:
The engaging enrollment process provides real-time education and increases participation.
While enrolling, participants see how increasing the amount they contribute per paycheck increases the amount saved at retirement.
Virtual or on-site meetings, online tools, videos and printed materials provide help from enrollment onward.
A dedicated, local team for in-person service
mutualofamerica.com
Financial Consulting Services**
*This illustration does not take into account certain fees and expenses that may be charged to your investment. Mutual of America does not provide tax or legal advice. You should contact your tax or legal adviser concerning your particular situation.
Information and interactive calculators are made available as self-help tools for independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regard to individual circumstances. All examples are hypothetical and are for illustrative purposes only. We encourage individuals to seek personalized advice from qualified professionals regarding all personal finance issues.
**There is no separate fee for Mutual of America’s Financial Consulting Services, although there are minimum account balance requirements. The information provided by Mutual of America’s Financial Consultants is educational in nature and is not intended to serve as a primary basis for investment decisions. Mutual of America’s Financial Consulting Services do not create an investment advisory or a fiduciary relationship (including under ERISA) between you or your employees and Mutual of America. Mutual of America and its Financial Consultants do not provide tax or legal advice. Consult your personal tax adviser or attorney for matters involving taxation and tax planning and your attorney for matters involving personal trusts and estate planning.
Recordkeeping and administrative services fees cover:
Mutual of America will work with your benefits staff, as well as your consultants and investment advisers, to implement an efficient, comprehensive, phased transition of your plan administration and investment assets.
Analysis and planning
Your services team will work to gain a deep understanding of your current retirement plan and operations to determine:
What’s working.
What you and your participants like and which features and functions offer clear value.
What’s not.
Identifying processes that may be out of date or unneeded, and addressing any compliance or regulatory issues.
What will happen?
Outlining contribution processing, investment mapping, participant communication and fiduciary services.
Choosing your options
Mutual of America offers many ways to customize your retirement plan. You’ll be able to choose the:
Your service team will be able to show you how each of your choices supports the overall operation of the plan.
You select how you want to transfer your participants' existing retirement plan assets to your new Mutual of America investment lineup.
Your service team will strive to ensure a smooth transfer of funds from your previous provider. They’ll also work with your staff to schedule:
Applicable notices are sent on time, automatically
(as applicable).
Mutual of America is committed to making it easier for retirement plan providers to offer a diverse range of investment choices to their participants.
Through market insight and investment fund analysis, we offer prescreened funds that deliver customizable investment menus.
Mutual of America gives you access to a powerful recordkeeping and transaction platform.
Compliance and nondiscrimination testing (as applicable).
Participants can take control of their retirement accounts and their investment strategy using the My Account portal.
In one place, they can:
Mobile App
Mutual of America’s mobile app provides participants the power to keep up with their retirement plan accounts from anywhere. They can see their account balances, investment allocations, personal rate of return and much more.
Statements made in this material by clients of Mutual of America are not paid testimonials.
These testimonials may not be representative of the experience of other clients and are not indicative of future performance or success.
Mutual of America is dedicated to making a difference in the world, not only by helping individuals meet their long-term financial objectives, but also by having a direct, positive impact on the future of our society. Years of working with nonprofit organizations have convinced us that we have an obligation to give back to the communities we serve. As a Company and as individuals, we strive to find ways to help better our world.
The Community Partnership Award is one way our Company is working to help build a strong, vibrant society for all Americans. Established in 1996, the Community Partnership Award recognizes and encourages partnerships among public, private and social sector organizations devoted to the public good.
Since its inception, the award has recognized over 250 partnerships from cities and towns across America. All of the honorees are leaders in society, creating innovative and effective solutions to help those in need. They share a vision of the future in which collaboration, compassionate action and inclusion are the highest values.
Past performance is no guarantee of future results and are not indicative of future performance or success.
Statements made in this publication by clients of Mutual of America are not paid testimonials.
These testimonials may not be representative of the experience of other clients and are not indicative of future performance or success.
320 Park Avenue, New York, NY 10022-6839
mutualofamerica.com • 800.468.3785 • 
Securities offered by Mutual of America Securities LLC, Member FINRA/SIPC, marketed under the
Mutual of America Financial Group brand.