Give your employees a smarter way to prepare for their financial future
The National Legal Aid & Defender Association (NLADA) has teamed up with Mutual of America to offer you a comprehensive array of retirement plan services.
Many NLADA members have expressed an interest in providing or enhancing retirement benefits for their employees. To help meet this need, NLADA has partnered with Mutual of America to provide retirement plans for members. Take advantage of our retirement solutions and you’ll get:
Retirement plan setup and implementation
Simplified plan administration
Financial education
Investment fund choice and flexibility
Flexible fee structure
Fiduciary support services
Retirement plan setup and implementation
A dedicated service team will offer consultation and guidance to help you evaluate your existing plan
or design a new one.
Simplified plan administration
Automated systems make it easy to manage your plan using minimal staff time and resources.
Financial education
Through online and in-person education, your employees will discover the advantages of participating in the plan and get information on asset allocation and income options.
Investment fund choice and flexibility
Choose from prescreened mutual funds that offer a variety of risk/return levels. You’ll be able to create a diverse investment lineup with the potential to help plan participants achieve their long-term goals.
Flexible fee structure
You have the option to pay all or a portion of certain fees for your plan participants.
Fiduciary support services
You can use an outside Section 3(21) or Section
3(38) investment adviser.
You get a full range of recordkeeping and administrative services
Participant onboarding
and enrollment
Anticipate the extraordinary from Mutual of America
Mutual of America provides retirement services for leading companies in key industry sectors. We have a demonstrated ability to deliver retirement plans that offer long-term value for employees at every level. You’ll have access to people, resources and solutions fully committed to enhancing your plan’s operation, participation and compliance.
Decades of experience
Since 1945, Mutual of America has been helping workers prepare for retirement. Whether you have an existing plan or wish to create one, chances are we’ve helped similar organizations nationwide.
Deep expertise
Dedicated service teams provide employee retirement services to some
of the country’s most noted associations, including those with single employers sponsoring multiple plans and multiple employer plan arrangements.
Full-service provider
Mutual of America’s comprehensive retirement plan services can eliminate the need for costly brokers, third-party administrators or recordkeepers.
Service, expertise and reliability
Mutual of America offers you one of the smartest, easiest ways to offer retirement benefits that give your employees a high degree of choice and flexibility.
To find out how easy it is to offer cost-effective retirement benefits to your employees, call your dedicated Mutual of America representative.
You should consider the investment objectives, risks, and charges and expenses of the funds carefully before investing. This and other information is contained in the funds’ prospectuses and summary prospectuses, which can be obtained by calling 800.468.3785 or visiting mutualofamerica.com. Read them carefully before investing.
You get a full range of recordkeeping and administrative services
Participant quarterly statements and online account services
Participant education and
on-site meetings
Plan data maintenance
Plan provision information
maintenance
Contribution processing
Quarterly statements and online account services
Trust and
custodial services
Document preparation services
Compliance
testing
Participant notifications
Document preparation services
Trust and custodial services
Participant notifications
Contribution
processing
Plan provision
information maintenance
Plan data
maintenance
Participant education
and on-site meetings
Participant onboarding
and enrollment
Special pricing
Special pricing
Mutual of America offers highly competitive, reduced pricing for certain NLADA member agencies.*
Plan review
meetings
Participant quarterly statements and online account services
*Reduced pricing applies to retirement plans with $1 million or more assets, and only applies so long as assets for all NLADA plans exceed certain levels. See the plan services agreement for more information.
Special pricing
Fiduciary support services
Mutual of America offers highly competitive, reduced pricing for certain NLADA member agencies.*
Plan review
meetings
Compliance
testing
Your Mutual of America representative is:
Steve Ortiz
Vice President, National Accounts
steve.ortiz@mutualofamerica.com
You should consider the investment objectives, risks, and charges and expenses of the funds carefully before investing. This and other information is contained in the funds’ prospectuses and summary prospectuses, which can be obtained by calling 800.468.3785 or visiting mutualofamerica.com. Read them carefully before investing.
Download the Brochure
Call Now
Steve Ortiz
Vice President, National Accounts
steve.ortiz@mutualofamerica.com
Your Mutual of America representative is:
To find out how easy it is to offer cost-effective retirement benefits to your employees, call your dedicated Mutual of America representative.
Call Now
212.224.2134
Download the Brochure
212.224.2134
Download the Brochure
Dedicated service teams provide employee retirement services to some of the country’s most noted associations, including those with single employers sponsoring multiple plans and multiple employer plan arrangements.
Dedicated service teams provide employee retirement services to some of the country’s most noted associations, including those with single employers sponsoring multiple plans and multiple employer plan arrangements.
Mutual of America Retirement Services LLC provides administrative and recordkeeping services and is not an insurance company, broker-dealer, or investment adviser. Mutual of America Financial Group is the trade name for the companies of Mutual of America Life Insurance Company.
320 Park Avenue, New York, NY 10022-6839
mutualofamerica.com • 800.468.3785 •
Connect with us:
320 Park Avenue, New York, NY 10022-6839
mutualofamerica.com • 800.468.3785