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The Feeling Is Mutual: MACSP
3-17-2021
About Us
About Us A Longstanding Commitment A Longstanding Commitment - General Nonprofit Mutual of America Non-Profit Experience Nationwide Network of Regional Offices Making Retirement Plan Management Easier
Administrative Services
Administrative Services Administrative Services Administrative Services Premier Payroll Integration
Fiduciary Support Services
Fiduciary Services Fiduciary Services
Participant Education
Participant Education Employee Education
Investments
Investments Well-Known Fund Families Diverse choice of separate account investment funds
What Our Clients Are Saying
What Our Clients Are Saying Testimonials Testimonials
Contact
Important Information Thank you.
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The Feeling Is Mutual: MACSP
3-17-2021

About Us

A Longstanding Commitment

A Longstanding Commitment - General Nonprofit

Mutual of America Non-Profit Experience

Nationwide Network of Regional Offices

Making Retirement Plan Management Easier

Continue to Administrative Services

About Us

A Longstanding Commitment

Mutual of America is a leading provider of retirement products, offering personalized service at a competitive price to help plan participants and individuals build and preserve assets for a financially secure future. Integrity, prudence and reliability are the values that have guided us since our inception and that continue to serve us well.

 

 

Trust the Experts

Mutual of America is a leading provider of retirement products, offering personalized service at a competitive price to help plan participants and individuals build and preserve assets for a more financially secure future. Integrity, prudence and reliability are the values that have guided us since our inception and that continue to serve us well.

 

 

Data as of June 2020 

 

Total assets:
Over $23 Billion
Client plan assets:
Over $13 Billion
Total number
of plans:
Over 11K
Total number of
plan participants:
Over 500K
Total number of employer clients
(plan sponsors):
Over 7,500
Client
retention:
Over 98%
Mutual of America employees:
1,100+
Number of
Regional Offices:
Over 50
Year
established:
1945
Percentage of
non-profit clients:
86%

Extensive Nonprofit Experience

We know nonprofits. We were founded in 1945 to provide quality employee benefit programs for employees of nonprofit organizations, who were excluded from the Social Security Act.

 

Nationwide Network of Regional Offices

Full-Service Provider

Investments

Mutual of America offers a diverse range of options that help plan participants achieve their long-term goals.

Administrative Services

Our full-service, bundled offering means less work for you.

  • Recordkeeping
  • Compliance support services
  • Plan documents
  • Fiduciary support services
  • Payroll integration
  • Participant education

Transparent and Understandable Fee Structure

Mutual of America provides a variety of quality services to retirement plans while maintaining an effective cost structure for plan sponsors.

Participant Education

We ensure that your employees receive the knowledge they need to make the right choices and participate fully in the retirement options you offer them.

Fiduciary Services

We work closely with you to help you satisfy your fiduciary responsibilities. 

  • Provide sample investment policy statement
  • Indemnify plan sponsor if certain conditions are met
  • Facilitate regular plan review meetings
Fiduciary Services Participant Education Transparent and Understandable Fee Structure Administrative Services Investment
About Us
About Us A Longstanding Commitment A Longstanding Commitment - General Nonprofit Mutual of America Non-Profit Experience Nationwide Network of Regional Offices Making Retirement Plan Management Easier
Administrative Services
Administrative Services Administrative Services Administrative Services Premier Payroll Integration
Fiduciary Support Services
Fiduciary Services Fiduciary Services
Participant Education
Participant Education Employee Education
Investments
Investments Well-Known Fund Families Diverse choice of separate account investment funds
What Our Clients Are Saying
What Our Clients Are Saying Testimonials Testimonials
Contact
Important Information Thank you.
No slides found. :(
The Feeling Is Mutual: MACSP
3-17-2021

Administrative Services

Administrative Services

Administrative Services

Premier Payroll Integration

Continue to Fiduciary Support Services

Administrative Services

Administrative Services

 

 

 

A bundled approach to administrative services

 

 
  A Dedicated Local  
Service Team
 
 Specialized Consulting
Services

 
   Recordkeeping   
Services
   Plan Document    
Services
 Payroll  
 Integration 

Administrative Services

Payroll Integration
Automate the participant life cycle through this service. Enrollments, contributions, loan repayments and terminations are seamless, reducing errors and workload.
Online & Automatic Enrollment
These services reduce enrollment errors and
time-consuming data entry, and increase plan participation.
Plan Health Review Reports
Our Plan Health Review Report helps plan sponsors review the overall health of their plan. Additionally, you can quickly and easily generate customized reports through our administration system.
Compliance/Audit Support
We assist our clients through all audits, annual filings and plan testing. Signature-ready 5500 forms are also prepared at no additional cost.
Automated Participant Notices
We help with initial notices and provide on-going regulatory notices to participants at no additional cost.
Document Services
We provide customized plan documents, legislative and elective amendments, Summary Plan Descriptions and Summaries of Material Modifications - all at no additional cost.

Premier Payroll Integration

About Us
About Us A Longstanding Commitment A Longstanding Commitment - General Nonprofit Mutual of America Non-Profit Experience Nationwide Network of Regional Offices Making Retirement Plan Management Easier
Administrative Services
Administrative Services Administrative Services Administrative Services Premier Payroll Integration
Fiduciary Support Services
Fiduciary Services Fiduciary Services
Participant Education
Participant Education Employee Education
Investments
Investments Well-Known Fund Families Diverse choice of separate account investment funds
What Our Clients Are Saying
What Our Clients Are Saying Testimonials Testimonials
Contact
Important Information Thank you.
No slides found. :(
The Feeling Is Mutual: MACSP
3-17-2021

Fiduciary Services

Fiduciary Services

Continue to Participant Education

Fiduciary Support

Services

Fiduciary Support Services

 

We will work closely with you to help you satisfy your fiduciary responsibilities. This includes conducting employee education meetings, workshops and seminars, holding plan review meetings with your staff, and providing investment and fee benchmarking reports.

 

 
Indemnification and Hold
Harmless Agreement
Investment Policy
Statement (Sample)
Meetings with Board
of Directors
Quarterly Investment
Funds Benchmarking Report

(For Plans Meeting Certain Requirements)
Annual Fee
   Benchmark Report 
Plan Health
Report

Example Content.

About Us
About Us A Longstanding Commitment A Longstanding Commitment - General Nonprofit Mutual of America Non-Profit Experience Nationwide Network of Regional Offices Making Retirement Plan Management Easier
Administrative Services
Administrative Services Administrative Services Administrative Services Premier Payroll Integration
Fiduciary Support Services
Fiduciary Services Fiduciary Services
Participant Education
Participant Education Employee Education
Investments
Investments Well-Known Fund Families Diverse choice of separate account investment funds
What Our Clients Are Saying
What Our Clients Are Saying Testimonials Testimonials
Contact
Important Information Thank you.
No slides found. :(
The Feeling Is Mutual: MACSP
3-17-2021

Participant Education

Employee Education

Continue to Investments

Participant Education

Employee Education

Participant Education

A dedicated, local team for in-person service

Participant Account Executive

  • Group seminars / HR meetings
  • One-on-one employee meetings
  • Personalized enrollment assistance
  • Termination/retirement/rollover assistance
  • New-hire orientations
  • Pre-retirement seminars
  • After-hours workshops
  • Participant Account Representative support services (including unlimited on-site meetings) provided at no additional cost

 

Retirement Planning Tools

mutualofamerica.com

  • Educational resources
  • Retirement Calculators*
  • Account Information
    • Personal Rate of Return
    • Recent Financial Transactions
    • Balance and allocation information

 

“We wanted Mutual of America to be on-site, so they sent several of their staff out, they sat with our staff, one-on-one, and helped them look over their elections, and sign up…and make them aware of all of the tools that were available.”

 

Kevin Brown
Chief Financial Officer
San Antonio Food Bank

 

 

 Watch Kevin's Full Testimonial

 

Statements made in this material by clients of
Mutual of America are not paid testimonials.
These testimonials may not be representative of the
experience of other clients and are not indicative
of future performance or success. 

Click here for important information

*Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes only. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

About Us
About Us A Longstanding Commitment A Longstanding Commitment - General Nonprofit Mutual of America Non-Profit Experience Nationwide Network of Regional Offices Making Retirement Plan Management Easier
Administrative Services
Administrative Services Administrative Services Administrative Services Premier Payroll Integration
Fiduciary Support Services
Fiduciary Services Fiduciary Services
Participant Education
Participant Education Employee Education
Investments
Investments Well-Known Fund Families Diverse choice of separate account investment funds
What Our Clients Are Saying
What Our Clients Are Saying Testimonials Testimonials
Contact
Important Information Thank you.
No slides found. :(
The Feeling Is Mutual: MACSP
3-17-2021

Investments

Well-Known Fund Families

Diverse choice of separate account investment funds

Continue to What Our Clients Are Saying

Investments

Well-Known Fund Families

Diverse Choice of Investments 

(Click the points below for investment options.)

X

Money Market Fund

Mutual of America Money Market Fund

X

Fixed Income Funds

Mutual of America Bond Fund

Mutual of America Mid-Term Bond Fund
PIMCO VIT Real Return Portfolio
Vanguard VIF Total Bond Market Index Portfolio

X

Balanced Funds

Mutual of America Retirement Income Fund                              Mutual of America Conservative Allocation Fund

Mutual of America 2015 Retirement Fund                                  Mutual of America Moderate Allocation Fund

 Mutual of America 2020 Retirement Fund                                 Mutual of America Aggressive Allocation Fund

Mutual of America 2025 Retirement Fund                                 Calvert VP SRI Balanced Portfolio
Mutual of America 2030 Retirement Fund                                 Fidelity® VIP Asset Manager Portfolio

Mutual of America 2035 Retirement Fund                                 Mutual of America Composite Fund

Mutual of America 2040 Retirement Fund
Mutual of America 2045 Retirement Fund
Mutual of America 2050 Retirement Fund
Mutual of America 2055 Retirement Fund
Mutual of America 2060 Retirement Fund
Mutual of America 2065 Retirement Fund                              
                          

X

Large-Cap Equity Funds

DWS Capital Growth VIP*
Fidelity® VIP Contrafund® Portfolio
Fidelity® VIP Equity-Income Portfolio
Mutual of America All America Fund
Mutual of America Equity Index Fund
Invesco Oppenheimer V.I. Main Street Fund®
T. Rowe Price Blue Chip Growth Portfolio
Vanguard VIF Diversified Value Portfolio
Goldman Sachs VIT US Equity Insights Fund
Neuberger Berman AMT Sustainable Equity Portfolio

X

Mid Cap Equity Funds

American Century Investments® VP Capital Appreciation Fund
Fidelity® VIP Mid Cap Portfolio
Mutual of America Mid Cap Value Fund
Mutual of America Mid-Cap Equity Index Fund
MFS® VIT III Mid Cap Value Portfolio

X

International Equity Funds

American Funds Insurance Series® New World Fund®
Mutual of America International Fund
Vanguard VIF International Portfolio

X

Small Cap Equity Funds

Mutual of America Small Cap Growth Fund
Mutual of America Small Cap Value Fund
Mutual of America Small Cap Equity Index Fund
Delaware VIP® Small Cap Value Series
Goldman Sachs VIT Small Cap Equity Insights Fund
Victory RS Small Cap Growth Equity VIP Series

X

Real Estate Fund

Vanguard VIF Real Estate Index Portfolio

IncreasingPotentialReturn Increasing Risk MoneyMarketFund Fixed Income Funds Balanced Funds(includes Retirementand Allocation Funds) Large-Cap Equity Funds Mid CapEquity Funds InternationalEquity Funds Small CapEquity Funds RealEstateFund
Click here for important information
About Us
About Us A Longstanding Commitment A Longstanding Commitment - General Nonprofit Mutual of America Non-Profit Experience Nationwide Network of Regional Offices Making Retirement Plan Management Easier
Administrative Services
Administrative Services Administrative Services Administrative Services Premier Payroll Integration
Fiduciary Support Services
Fiduciary Services Fiduciary Services
Participant Education
Participant Education Employee Education
Investments
Investments Well-Known Fund Families Diverse choice of separate account investment funds
What Our Clients Are Saying
What Our Clients Are Saying Testimonials Testimonials
Contact
Important Information Thank you.
No slides found. :(
The Feeling Is Mutual: MACSP
3-17-2021

What Our Clients Are Saying

Testimonials

Testimonials

Continue to Contact

What Our
Clients Are Saying

Testimonials

Hope Morgan
Benefits and Payroll Coordinator
South Central Regional Medical Center
Laurel, Mississippi

Kevin Brown
Chief Financial Officer
San Antonio Food Bank - San Antonio, Texas

Stephen Sutter
Chairman
Sutter Roofing - Sarasota, Florida

Fred and Sandra Osborn
Retired
Livermore, California

 

Statements made in this material by clients of Mutual of America are not paid testimonials.

These testimonials may not be representative of the experience of other clients and are not indicative of future performance or success.

Testimonials

Stephen Briganti
President and CEO
Statue of Liberty-Ellis Island Foundation
New York, New York

Lori Bassett, MS, CGC
Head of Office of Communications 
Greenwood Genetic Center
Greenwood, South Carolina

Lori Sheets
Director, Human Resources
Wisconsin Community Services, Inc.
Milwaukee, Wisconsin

Jacob Lentz
Store Director
John's Incredible Pizza 
Buena Park, California

 

Statements made in this material by clients of Mutual of America are not paid testimonials.

These testimonials may not be representative of the experience of other clients and are not indicative of future performance or success.

About Us
About Us A Longstanding Commitment A Longstanding Commitment - General Nonprofit Mutual of America Non-Profit Experience Nationwide Network of Regional Offices Making Retirement Plan Management Easier
Administrative Services
Administrative Services Administrative Services Administrative Services Premier Payroll Integration
Fiduciary Support Services
Fiduciary Services Fiduciary Services
Participant Education
Participant Education Employee Education
Investments
Investments Well-Known Fund Families Diverse choice of separate account investment funds
What Our Clients Are Saying
What Our Clients Are Saying Testimonials Testimonials
Contact
Important Information Thank you.
No slides found. :(
The Feeling Is Mutual: MACSP
3-17-2021

Important Information

Thank you.

Important Information

You should consider the investment objectives, risks, and charges and expenses of the variable annuity contract and the underlying investment funds carefully before investing. This and other information is contained in the contract prospectus or brochure and underlying funds prospectuses and summary prospectuses, which can be obtained by calling 800.468.3785 or visiting mutualofamerica.com. Read them carefully before investing.

 

Money Market Fund Investors: You could lose money by investing in the Fund. Because the share price of the Fund will fluctuate, when you sell your shares they may be worth more or less than what you originally paid for them. The Fund may impose a fee upon sale of your shares or may temporarily suspend your ability to sell shares if the Fund’s liquidity falls below required minimums because of market conditions or other factors. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund's sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.

 

Mutual of America's group and individual retirement products are variable annuity contracts and are suitable for long-term investing, particularly for retirement savings. The value of a variable annuity contract will fluctuate depending on the performance of the Separate Account investment options you choose. Upon redemption, you could receive more or less than the principal amount invested. A variable annuity contract provides no additional tax-deferred treatment of benefits beyond the treatment provided to any qualified retirement plan or IRA by applicable tax law. You should consider a variable annuity contract's other features before making a decision.

 

Statements made in this publication by clients of Mutual of America are not paid testimonials.

These testimonials may not be representative of the experience of other clients and are not indicative of future performance or success.

Thank you.

,

 

 

Mutual of America Life Insurance Company

320 Park Avenue, New York, NY 10022-6839

mutualofamerica.com • 800.468.3785 •

 

Securities offered by Mutual of America Securities LLC, Member FINRA/SIPC. Insurance products are issued by
Mutual of America Life Insurance Company, 320 Park Avenue, New York, NY 10022-6839.

Mutual of America® is a registered service mark of Mutual of America Life Insurance Company.

About Us
About Us A Longstanding Commitment A Longstanding Commitment - General Nonprofit Mutual of America Non-Profit Experience Nationwide Network of Regional Offices Making Retirement Plan Management Easier
Administrative Services
Administrative Services Administrative Services Administrative Services Premier Payroll Integration
Fiduciary Support Services
Fiduciary Services Fiduciary Services
Participant Education
Participant Education Employee Education
Investments
Investments Well-Known Fund Families Diverse choice of separate account investment funds
What Our Clients Are Saying
What Our Clients Are Saying Testimonials Testimonials
Contact
Important Information Thank you.
No slides found. :(