Your local Mutual of America team Your local Mutual of America team Your local Mutual of America team Your plan, your choices4

About Mutual of America 75 years nonprofit experience Flexibility: Because one size does not fit all Extensive experience Nonprofit experience, by the numbers Nationwide Network of Regional Offices Nonprofits may have challenges running a retirement plan Extensive Nonprofit Experience We have insights into the challenges you face today A Mutual of America retirement savings plan provides options and flexibility Our Qualifications Value, Service and Support A Longstanding Commitment Catholic organizations Elements of a Strong Retirement Plan Dedicated Team Testimonial - CAP Testimonial - FQHC Testimonial - ANCOR Testimonial - Alliance Plan Sponsor Videos

Flexible, Customizable Investment Lineups Rigorously selected, pre-screened investment options across multiple asset classes We pre -screen thousands of funds, so you can build your lineup confidently Options for every type of investor A diverse range of available, pre-screened choices Fund Selection Process Mutual of America’s six required core asset classes Mutual of America’s Six Core Asset Classes: Funds at a Glance Additional available funds Low-expense, ESG and faith-based funds Low-expense and ESG funds Indemnification against investment menu-related lawsuits How Our Funds Are Selected

Fiduciary Support Services Fiduciary Options Investment Fiduciary Options Plan Health Reviews

Making Administration Easy Our recordkeeping and administrative services mean less work for you Plans designed for real-world success Plan design and document services Recordkeeping services help ensure your plan is compliant Payroll integration increases accuracy and simplifies plan administration Premier Payroll Integration Standard Payroll Integration A Bundled Approach to Administration Services Comprehensive Trust Services Communication and Testing Plan Administration

Participant Engagement Services There’s no substitute for education SmartPlan SmartPlan Participant Communications Your local Account Representative is there for you One-on-one interactions and meetings help participants feel confident in their financial choices Promoting retirement readiness through effective participant engagement Participants can take advantage of valuable retirement planning tools Financial Consulting Services can help participants develop their personalized retirement road maps Participant Engagement SmartPlan Participant Experience Financial Education Meetings Participant Education Participant Education

Flexible Fees Flexible fee structure and price transparency Flexibility to pay fiduciary fees Transparent Fee Structure

Sponsor Communications Mutual of America facilitates plan committee review meetings Mutual of America Administration Portal is a full-featured system for plan administrators

The Value We Deliver Delivering a high level of service while keeping operating costs low Recordkeeping and administrative services fees

Transitioning Made Easy It’s easy to transition your plan to Mutual of America Three options for transitioning your plan Implementation Timeline Implementation Timeline Mapping Existing Assets Transferring Assets

Investment Services Plan Administration and Support Investment Selection Process Investment Focus Philosophy Elements of Investment Insight Investment Oversight Process Diverse Investment Lineup Prescreened Customizable Investment Menu Well-Known Fund Families Diverse Lineup of Mutual Funds

Advanced Technology Digital Solutions My Account

What Our Clients Are Saying Testimonial - Profit Testimonials Community Building What our Clients are Saying

Important Information Thank you Thank you 2

Plans Designed for Real-World Success Participant Education Fiduciary Services Participant Education Plans designed for real-world success2 The Value We Deliver Participant Education A We have extensive experience working with for-profit organizations Education Meetings The Value We Deliver Employee Education Transitioning Made Easy Transitioning Made Easy About Mutual of America Multiple Employer Plan A bundled approach to administrative services Multiple Employer Plan-Our Plan is Built for Scale, Service and Efficiency Multiple Employer Plan - Want to Offer a MEP to your Members Connext Care Fees ConnextCare Fees

Our Clients Payroll Integration Plan Sponsor Fees Participant Fees Testimonials Fiduciary Duties Four Step Plan Transfer Today's discussion Video The meaning of "Mutual" Founded to serve the nonprofit community. Fiduciary Services Comparison Our Focus is You Trust the Experts A Longstanding Commitment - Alliance A longstanding Commitment2 CAP Overview Test Fund Options Slide Map

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