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The Feeling Is Mutual: MACSP
3-17-2021
3-17-2021
The Feeling Is Mutual: MACSP
3-17-2021
3-17-2021
Total assets:
Over $23 Billion
Client plan assets:
Over $13 Billion
Total number
of plans:
of plans:
Over 11K
Total number of
plan participants:
plan participants:
Over 500K
Total number of employer clients
(plan sponsors):
(plan sponsors):
Over 7,500
Client
retention:
retention:
Over 98%
Mutual of America employees:
1,100+
Number of
Regional Offices:
Regional Offices:
Over 50
Year
established:
established:
1945
Percentage of
non-profit clients:
non-profit clients:
86%
The Feeling Is Mutual: MACSP
3-17-2021
3-17-2021
Administrative Services
A bundled approach to administrative services
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A Dedicated LocalService Team |
Specialized ConsultingServices
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RecordkeepingServices |
Plan DocumentServices |
PayrollIntegration |
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.
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
The Feeling Is Mutual: MACSP
3-17-2021
3-17-2021
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.
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Indemnification and Hold
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Investment Policy
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Meetings with Board
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Quarterly InvestmentFunds Benchmarking Report(For Plans Meeting Certain Requirements) |
Annual FeeBenchmark Report |
Plan Health
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The Feeling Is Mutual: MACSP
3-17-2021
3-17-2021
Testimonials
Hope Morgan
Benefits and Payroll Coordinator
South Central Regional Medical Center
Laurel, Mississippi
South Central Regional Medical Center
Laurel, Mississippi
Kevin Brown
Chief Financial Officer
San Antonio Food Bank - San Antonio, Texas
San Antonio Food Bank - San Antonio, Texas
Stephen Sutter
Chairman
Sutter Roofing - Sarasota, Florida
Sutter Roofing - Sarasota, Florida
Fred and Sandra Osborn
Retired
Livermore, California
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
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
Greenwood Genetic Center
Greenwood, South Carolina
Lori Sheets
Director, Human Resources
Wisconsin Community Services, Inc.
Milwaukee, Wisconsin
Wisconsin Community Services, Inc.
Milwaukee, Wisconsin
Jacob Lentz
Store Director
John's Incredible Pizza
Buena Park, California
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.
The Feeling Is Mutual: MACSP
3-17-2021
3-17-2021
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.