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Flexible options to satisfy your retirement plan objectives and meet your participants’ needs
Prepared by:
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In 1945, Mutual of America was founded with a mission: to provide retirement services to nonprofit organizations. Our product offering has evolved over time, but our reason for being remains the same to this day.
People are diverse. Organizations are different. So we offer the flexibility to customize your retirement plan options to align with your organization’s needs and your participants’ objectives.
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 |
That said, a well-run retirement program can be a differentiator in attracting and retaining employees.
Participant may:
Sponsors may:
You have unique challenges regarding providing retirement benefits. You also have the opportunity to tout your retirement program as a differentiator in attracting and retaining employees.
Employees:
Sponsors:
These plans offer sponsors the flexibility to select options to address their goals and needs:
Ability to create a customized investment lineup
Choices for fiduciary services
Option for plan sponsor to pay some, all or no participant fees
Administration services that simplify life for sponsors
Participant engagement services designed to maximize plan participation
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 11,000 Active Group Plans
Over 500,000 Participants
Approximately $30 Billion
in Total Assets*
*as of 12/31/2021
98.7% Client Retention Rate*
* for Thrift plans as of 12/31/21
Many faith-conscious employers want retirement plan options that align with participants’ faith-based values. That’s why Mutual of America has teamed up with Investing for Catholics (IFC) to offer complete retirement plan services, powered by funds that reflect Catholic values in their investments. Key advantages include:
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.
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We regularly review investment options against a wide array of quantifiable criteria, including:
*Past performance is no guarantee of future results.
We continually monitor and benchmark our rigorously screened funds to confirm that they remain appropriate for inclusion in our investment lineup by analyzing:
Past performance is no guarantee of future results
No two investors have exactly the same needs, expectations or time frame.
Mutual of America offers a diverse range of options that can help plan participants achieve their long-term goals.
The pre-screened investment options available through Mutual of America offer a variety of risk/return levels to satisfy a range of investor goals and styles. As the level of potential return increases, so too does the level of risk.
Mutual of America’s selection of investment options is the result of a careful review
and implementation process. The selection of the fund, with its portfolio management
process, research capabilities, track record and standards of ethical business practices,
is critically important.
What we look for in a mutual fund
ASSET CLASS | CATEGORIES |
Large US Equity | Large Blend |
Mid US Equity / Small US Equity | Mid-Cap Blend / Small Blend |
Fixed Income | Fixed Income |
Money Market / Stable Value | Money Market / Stable Value* |
International / Global Equity | Foreign Large Blend |
Balanced Funds |
Retirement Series / Asset Allocation Series |
Each of Mutual of America’s six core asset classes must be represented in the fund lineup.
* The Stable Value Fund is not available for certain plan types.
Mutual of America will indemnify your investment lineup selection against claims arising from a variety of fiduciary lawsuits, provided that your lineup includes the six core asset classes.
Indemnification covers liability, losses or reasonable related expenses (including reasonable attorneys’ fees and court costs) that arise from ERISA fiduciary claims brought against you as plan sponsor with respect to your investment menu.
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.
Our periodic "Plan Health" reviews offer an in-depth look at how your plan stacks up against several key indicators.
Recordkeeping
Compliance support services
Plan documents
Fiduciary support services
Payroll integration
Participant education
Plan documents provided from plan transfer or startup include:
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)
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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.
Your Mutual of America team members will be available on-site as well as virtually for one-on-one consultations and to help participants set up their account, provide education on asset allocation and provide context regarding the retirement benefits offered.
Through group information and enrollment meetings and pre-retirement seminars, Mutual of America representatives provide personalized service, answer specific questions and direct participants to the information they need.
Retirement readiness means being financially prepared to achieve one’s retirement objectives.
Individual education on:
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.
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.
Mutual of America offers in-person and virtual financial education meetings highlighting your organization's retirement plan details and other financial topics.
Mutual of America's financial education meetings and materials are for informational and educational purposes only and should not be construed as professional financial advice.
Mutual of America’s “Road to 80%” video series helps employees understand the importance of participating in the retirement plan and the steps they can take to reach a goal of 80% income replacement in retirement.
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