INVESTMENT LINEUP
Offering a diverse range of investment options for your retirement plan
Core of diverse asset classes
Index funds
Balanced and target-date funds
Options for ESG criteria*
Stable value fund*
*Available for certain plan types.
A diverse array of funds
You get a strong array of investment features
Mutual of America’s investment offerings are provided via a sophisticated recordkeeping and trust services platform. This structure gives you the flexibility to choose which funds from among our menu to make available in your retirement plan.
Our investment options fall into seven asset classes, six of which comprise our “core” asset classes. Plan sponsors may add or subtract funds from the complete list of available options, provided that all six core asset classes are represented.
Mutual of America has partnered with Wilshire, a global advisory company specializing in investment products and consulting services, to offer Section
3(21) and Section 3(38) advisory services to plan sponsors.
Other advantages for fiduciaries
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We make it easier for you to meet your fiduciary responsibilities
*Available for certain plan types.
Plan sponsors may engage their own Section 3(21) or Section 3(38) fiduciary adviser.
Fund menus will be indemnified against certain ERISA claims, provided that the core investment menu is used (subject to other terms and conditions).
Fund performance is reported net of all investment fees and plan administrative fees, so results can be examined on a comparatively equal basis.
*Available for certain plan types.
Provides you with the flexibility to choose funds from among our menu to make available in your retirement planrray of funds
Mutual of America offers a diverse range of investment options for your retirement plan via a sophisticated recordkeeping and trust service platform.
Mutual of America has partnered with Wilshire, a global advisory company specializing in investment products and consulting services, to offer Section 3(21) and Section 3(38) advisory services to plan sponsors.
* Wilshire Advisors LLC ("Wilshire") is an investment adviser registered with the SEC. Wilshire is not affiliated with Mutual of America.
Investment options fall into seven asset classes, six of which comprise our “core” asset classes
Funds may be added or removed from the complete list of investment options, provided that all six assets classes are represented
•
•
•
Provides you with the flexibility to choose funds from among our menu to make available in your retirement plan
Investment options fall into seven asset classes, six of which comprise our “core” asset classes
Funds may be added or removed from the complete list of investment options, provided that all six assets classes are represented