Payroll Integration
• Save time to concentrate on your business.
• Increase efficiency to streamline your duties as plan sponsor.
• Reduce risk of error and corrections.
• Automate routine administrative tasks like enrollments and terminations.
Plan Design Support
Recordkeeping Services
Dedicated Service Team
Plan Document Services
Experience
Plan development
Expertise
People
Technology
Local presence
Since 1945, American families have relied on us to help them prepare for retirement. In addition, our plan retention rate is above 98% annually.
Our team is experienced in designing scalable, cost-effective retirement plans for any size organization.
We provide administration for complex benefits arrangements, including multiple plans sponsored by a single employer, and multiple employer plans.
Our associates represent one of the most talented and accomplished teams in the financial services industry. Their commitment and dedication deliver value for our customers every day, year after year.
Our work is supported by technology that allows us to deliver our services faster, better and more effectively than ever before.
With offices nationwide, Mutual of America can tailor services and solutions to the needs of local and regional businesses and their employees.
Our qualifications
Payroll Integration
• Our team is experienced in designing scalable, cost-effective retirement plans for any size organization.
• We provide administration for many complex benefits arrangements.
• Our support team offers guidance on plan features, best practices and increasing plan participation.
Plan Design Support
• Participant onboarding and enrollment
• Participant education and on-site meetings
• Plan data maintenance
• Plan provision information maintenance
• Contribution processing
Recordkeeping Services
• Will assist you with the day-to-day administration of the plan.
• Assist plan participants with services (e.g., withdrawals, changing profile information).
• Support for regulatory and compliance issues.
• Full on-site audit support.
Dedicated Service Team
• Individually designed or pre-approved Plan Document.
• Customized SPDs for Participants to clearly understand plan benefits and provisions.
• Summaries of Material Modifications are provided to participants, indicating changes.
• We monitor regulatory and legislative developments and revise documents or amendment language for your review and approval at
no additional cost.
Plan Document Services
• Participant notifications
• Compliance testing
• Document preparation services
• Trust and custodial services
• Quarterly statements and online account services
