Prescreened funds, customizable investment menus
Experience with non-ERISA plans
Catholic-focused investment options
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.
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.
Catholic-focused investment options
You can 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.
*As of September 30, 2021.
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.*
*As of September 30, 2021.
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
Experience with non-ERISA plans
Catholic-focused investment options
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.
Catholic-focused investment options
You can 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.
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.”
*As of September 30, 2021.