Mutual of America Financial Group

Mutual of America Financial Group

Categories

Finance, Mortgage & Insurance

About Us

Mutual of America has specialized in providing retirement products and related services to organizations and their employees, as well as individuals, for over 70 years.

Mutual of America is a single source for all plan services – we offer the cost efficiency and transparency of a full-service provider.

We deliver ''our brand'' of personalized service through our nationwide network of Regional Offices with local, on-site services to address the investment, communication and administrative needs of employers and participants. We also offer individual products, so your employees can save even more for their retirement.

Support for Plan Sponsors
Our local customer service teams provide comprehensive administrative support, including on-site employee enrollment, education and communication services.

Plan administration is also made easy and efficient with Mutual of America's Internet-based plan administration system. Key highlights include:

Payroll Integration – connects information in the plan sponsor's payroll system with information in Mutual of America's retirement plan administration system to eliminate the need for repetitive data entry.

Online Enrollment – to make it easier to change providers and administer your plan.

Online Salary Deferral – allow employees to review and change their deferral rate at any time through the My Account section of our website.

Protection for ERISA Defined Contribution Plan Fiduciaries
Mutual of America stands behind the selection and monitoring processes for the investment funds offered through the Separate Accounts under its contract

Highlights

  • 401(k) THRIFT
  • 403(B) THRIFT
  • 457(B) Eligible def Comp plan
  • 401(a) Profit Sharing

Rep/Contact Info

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Edward Felix
Group Account Representative