Give your employees retirement plan
options designed
for people of faith
Catholic-focused retirement services let workers build their future on principled investing.
Many faith-conscious employers want retirement plan options that align with participants’ faith-based values. That’s why Mutual of America Financial Group 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:
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.
A full range of investment options
Carefully selected investment choices help your employees build individual portfolios tailored to their investment objectives, time to retirement and tolerance for risk.
Administrative fees waived
Mutual of America will waive employer-paid per-life and contract fees for plans with more than $1 million in assets.
Total control
You have the power to choose the type of retirement plan that best serves your organization and employees.
Experience Mutual of America’s customized retirement plan services.
Streamlined plan setup
Move to our platform through an efficient, comprehensive transition of your plan administration and investment assets.
Fiduciary support services
You can use your own investment adviser, or Investing for Catholics can provide Section 3(21) or Section 3(38) fiduciary investment management services.
Advanced digital recordkeeping
Manage your workflows with everything from participant account maintenance, to audit documentation, to on-demand reporting, to daily valuation and much more.
Streamlined administration. Customized services. Advanced capabilities.
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.
For more information about our Catholic-focused retirement plan solutions, contact:
Mutual of America Securities LLC and Investing for Catholics are separate entities and are not affiliated with each other. Investing for Catholics is a division of Index Fund Advisors, Inc., a registered investment adviser.
Key fact: Mutual of America works with more than 4,000 Catholic employers nationwide, with approximately $3 billion in retirement plan assets for more than 150,000 employees.*
Prescreened funds, customizable investment menus
Participation made easy
On-site and virtual meetings
Experience with non-ERISA plans
Catholic-focused investment options
In-depth participant education
Prescreened funds, customizable investment menus
Choose your retirement plan lineup from Mutual of America’s core menu of prescreened mutual funds. They offer a variety of risk/return levels designed to satisfy a range of investor goals and styles. You’ll be able to customize a diverse investment lineup with the potential to help plan participants achieve their long-term goals.
On-site and virtual meetings
Locally based Mutual of America representatives can meet with your employees at work or online to answer any questions regarding how the plan works.
Participation made easy
Employees can enroll in minutes online and
manage virtually every aspect of their account at mutualofamerica.com.
Catholic-focused investment options
You can also add IFC’s target-date portfolios to your plan. They’re built with globally diversified, low-cost index funds that are screened to align closely with the United States Conference of Catholic Bishops’ Socially Responsible Investment Guidelines.
Experience with non-ERISA plans
Religious organizations and other nonprofit employers rely on our insight into the distinct needs of ERISA and non-ERISA plans.
In-depth participant education
Mutual of America offers a variety of tools, resources and services to help your employees make the most of their retirement plan.
Prescreened funds, customizable investment menus
Participation made easy
On-site and virtual meetings
Experience with non-ERISA plans
Catholic-focused investment options
In-depth participant education
Retirement plan setup and implementation
Choose your retirement plan lineup from Mutual of America’s core menu of prescreened mutual funds. They offer a variety of risk/return levels designed to satisfy a range of investor goals and styles. You’ll be able to customize a diverse investment lineup with the potential to help plan participants achieve their long-term goals.
Simplified plan administration
Employees can enroll in minutes online and
manage virtually every aspect of their account at mutualofamerica.com.
Financial Education
Locally based Mutual of America representatives can meet with your employees at work or online to answer any questions regarding how the plan works.
Investment fund choice and flexibility
Religious organizations and other nonprofit employers rely on our insight into the distinct needs of ERISA and non-ERISA plans.
Flexible fee structure
You can also add IFC’s target-date portfolios to your plan. They’re built with globally diversified, low-cost index funds that are screened to align closely with the United States Conference of Catholic Bishops’ Socially Responsible Investment Guidelines.
Fiduciary support services
Mutual of America offers a variety of tools, resources and services to help your employees make the most of their retirement plan.
For more information about our Catholic-focused retirement plan solutions, contact:
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212.224.1642
212.224.1642
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Streamlined plan setup
Advanced digital recordkeeping
Manage your workflows with everything from participant account maintenance, to audit documentation, to on-demand reporting, to daily valuation and much more.
Transparent fee structure
See the fees for your recordkeeping and administration services all in one place. Your organization may also qualify for preferred pricing, reducing the cost of services.
Participant services
Encourage greater participation and saving with online enrollment, auto-enrollment, auto-escalation, financial education, and timely print and digital reminders and notifications.
Fiduciary support services
You can use your own investment adviser, or Investing for Catholics can provide Section 3(21) or Section 3(38) fiduciary investment management services.
Optional premier payroll integration
Send data in both directions between Mutual of America and your payroll system. Deferrals and loan repayments are processed automatically.
Mutual of America’s enhanced digital platform offers you an array of flexible, scalable services, designed to make it easier for you to administer your retirement plan. You get:
Move to our platform through an efficient, comprehensive transition of your plan administration and investment assets.
Mutual of America Securities LLC and Investing for Catholics are separate entities and are not affiliated with each other. Investing for Catholics is a division of
Index Fund Advisors, Inc., a registered investment adviser.
Optional premier payroll integration
Send data in both directions between Mutual of America and your payroll system. Deferrals and loan repayments are processed automatically.
Participant services
Encourage greater participation and saving with online enrollment, auto-enrollment, auto-escalation, financial education, and timely print and digital reminders and notifications.
Transparent fee structure
See the fees for your recordkeeping and administration services all in one place. Your organization may also qualify for preferred pricing, reducing the cost of services.
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.
Give your employees retirement plan options designed
for people of faith
*As of September 30, 2021.
Lisa Loughry
Executive Vice President,
National Accounts
Mutual of America
lisa.loughry@mutualofamerica.com
Securities offered by Mutual of America Securities LLC, Member FINRA/SIPC, marketed under the Mutual of America Financial Group brand.
320 Park Avenue, New York, NY 10022-6839
mutualofamerica.com • 800.468.3785 •
Download the Flyer
Call Now
Call Now
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320 Park Avenue, New York, NY 10022-6839
mutualofamerica.com • 800.468.3785