Give your employees a smarter way to prepare for their financial future
Mutual of America Financial Group offers a comprehensive array of retirement plan services and asset management services for Tribal communities and enterprises nationwide.
Many Tribal governments and enterprises have expressed an interest in providing or enhancing retirement benefits for community members and employees. To help meet this need, Mutual of America provides retirement plans to more than 70 Tribal communities and enterprises nationwide. Take advantage of our retirement plan solutions and you’ll get:
Anticipate the extraordinary from Mutual of America
Mutual of America provides retirement solutions for leading companies in key industry sectors. We have a demonstrated ability to deliver retirement services 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.
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.
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.
A highly experienced investment management team specializing in portfolio management and asset allocation services is available to manage Tribal assets, including the assets supporting minor trusts.*
Tribal asset management
*Investment advisory services offered through Mutual of America Capital Management LLC, a registered investment adviser and an indirect wholly owned subsidiary of Mutual of America Life Insurance Company.
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 retirement 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
Compliance
testing
Participant notifications
Contribution processing
Plan provision information
maintenance
Plan data maintenance
Participant education and
on-site meetings
Participant onboarding
and enrollment
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 quarterly statements and online account services
Plan review meetings
Compliance
testing
Participant notifications
Contribution
processing
Plan provision
information maintetance
Plan data
maintenance
Participant education
and on-site meetings
Participant onboarding
and enrollment
Trust and custodial services
Document preparation services
To find out how easy it is to offer cost-effective retirement benefits to your employees, call your Mutual of America representative.
Your Mutual of America representative is:
Download the Brochure
Download the Brochure
Call Now
817.786.5285
Call Now
Download the Brochure
Plan review
meetings
Document preparation services
Trust and custodial services
Participant quarterly statements and online account services
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 •
Lea Starr
VP, Regional Office
lea.starr@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
Connect with us:
