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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
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.
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
Associate Account Representative: | Kristy Watson |
Street Address: | Mutual of America Financial Group Charleston Area Alliance 1116 Smith Street Suite 210 Charleston, WV 25301 |
Office: | (304) 553-0880 |
Cell: | (304) 545-1592 |
Email: | westvirginia@mutualofamerica.com |
Account Representative: | Gavin Plaizier |
Street Address: | Mutual of America Financial Group 222 S. Main Street 5th Floor Salt Lake City, UT 84101 |
Account Representative: | Juan Huerta |
Street Address: | Mutual of America Financial Group Two Twin Oaks 227 N. Loop 1604 E Suite 150 San Antonio, TX 78232 |
Cell: | (210) 557-7326 |
Email: | sanantonio@mutualofamerica.com |
Street Address: | Mutual of America Financial Group Arboretum Plaza 9442 Capital of Texas Highway North Plaza Suite 500 Austin, TX 78759 |
Email: | Austin@mutualofamerica.com |
Account Representative: | Gerald Taylor |
Street Address: | Mutual of America Financial Group 26000 Poplar Avenue Suite 250 Memphis, TN 38119 |
Email: | memphis@mutualofamerica.com |
Account Representative: | Tracey Smith |
Cell: | (423) 580-8483 |
Participant Account Executive: | Deena Turner |
Cell: | (615) 512-5660 |
Street Address: |
Mutual of America Financial Group 200 W. Martin Luther King Blvd. |
Email: |
Associate Account Representative: | Lee Robinson |
Street Address: | Mutual of America Financial Group Pacific Northwest Region 1915 Stucki Avenue Suite 400 Hillsboro, OR 97006 |
Office: | oregon@mutualofamerica.com (971) 327-4063 |
Cell: |
(503) 901-8373 |
Regional Manager: | Justin Grimm |
Cell: | (515) 322-4944 |
Associate Account Executive: | Matthew Taub |
Cell: | (414) 687-3270 |
Street Address: | Mutual of America Financial Group Aksarben Village 2111 South 67th Street Suite 300 Omaha, NE 68106 |
Email: | omaha@mutualofamerica.com |
Account Representative: | Todd J. Fries |
Street Address: | Mutual of America Financial Group 4449 Easton Way 2nd Floor Columbus, OH 43219 |
Office: | (614) 934-1234 |
Cell: | (614) 404-8209 |
Columbus@mutualofamerica.com |
Account Representative: | Scott Yazujian |
Street Address: | Mutual of America Financial Group 4819 Emperor Blvd. Suite 400 Durham, NC 27703 |
Cell: | (919) 610-3808 |
Email: | RaleighDurham@mutualofamerica.com |
Account Executive: | Diego Ramon |
Street Address: | Mutual of America Financial Group South Park Towers 6000 Fairview Road Suite 1200 Charlotte, NC 28210 |
Cell: | (804) 928-8672 |
Email: | Charlotte@mutualofamerica.com |
Account Representative: |
Valery Desrosiers Jose Valette |
Street Address: | Mutual of America Financial Group 73 Main Street 3rd Floor Yonkers, NY 10710 |
Regional Office Head: | Tyrone Golatt, Executive Field Vice President, Eastern Region |
Street Address: | Mutual of America Financial Group 1 Bridge Plaza 2nd Floor Fort Lee, NJ 07024 |
Regional Office Head: | Adam Johnson, Vice President |
Client Relationship Manager: | Lori Johnson |
Street Address: | Mutual of America Financial Group 9393 W. 110 Street 51 Corporate Woods Suite 500 Overland Park, KS 66210 |
Cell: | (612) 750-1985 |
Email: | KansasCity@mutualofamerica.com |
Account Representative: | Christopher Lance Tanner |
Street Address: | Mutual of America Financial Group Battle House Tower 10th Floor 11 N. Water Street Mobile, AL 36602 |
Cell: | (251) 656-7259 |
Email: | alabama@mutualofamerica.com |
Territory Served: | State of Alabama |
Associate Account Executive: | Benjamin Cutler |
Cell Phone: | (781) 626-0775 |
Street Address: | Mutual of America Financial Group 800 Boylston Street - 16th Floor Boston, MA 02199 |
Associate Account Executive: | Travis Combe |
Office: | idaho@mutualofamerica.com (208) 319-3524 |
Cell Phone: | (208) 391-8465 |
Street Address: | Mutual of America Financial Group 950 W. Bannock Street - Suite 1100 Boise, ID 83702 |
Account Representative: |
Sean Bradley |
Street Address: | Mutual of America Financial Group 15 Constitution Drive - 1st Floor Bedford, NH 03110 |
Email: | newhampshire@mutualofamerica.com |
Street Address: | Mutual of America Financial Group 3737 Glenwood Avenue - Suite 100 Raleigh, NC 27612 |
Account Executive: |
Mark Thompson Eric Hepola |
Client Relationship Manager | Angela Summerhays |
Street Address: | Mutual of America Financial Group 2525 C Street Suite 210 Anchorage, AK 99503-2632 |
Telephone: | (907) 274-7449 |
Email: | Anchorage@mutualofamerica.com |
Territory Served: | State of Alaska |
Regional Office Head: | Benjamin D. Bartel, Senior Field Vice President |
Service Manager: | Ann Balzano, Vice President |
Street Address: | Mutual of America Financial Group 2398 East Camelback Road - Suite 510 Phoenix, AZ 85016-9012 |
Telephone: | (602) 224-8080 |
Email: | phoenix@mutualofamerica.com |
Territory Served: | State of Arizona, State of New Mexico |
Regional Office Head: | Abbas Moloo, Senior Vice President |
Service Manager: | Michael Malone, Vice President |
Street Address: | Mutual of America Financial Group Growers Square 1646 North California Boulevard - Suite 680 Walnut Creek, CA 94596-4172 |
Telephone: | (925) 937-9900 |
Email: | SanFrancisco@mutualofamerica.com |
Territory Served: | Northern California (inclusive of Fresno and all points North), Hawaii and Northern Nevada (excluding Las Vegas) |
Regional Office Head: | Christopher Conway, Senior Regional Vice President |
Service Manager: | Allison Fukuyama, Vice President |
Street Address: | Mutual of America Financial Group 111 W. Ocean Boulevard - Suite 925 Long Beach, CA 90802-7931 |
Telephone: | (562) 983-0407 |
Email: | LosAngeles@mutualofamerica.com |
Territory Served: | Southern California inclusive of the following counties: Los Angeles, Ventura, Santa Barbara, Kern, San Luis Obispo |
Regional Office Head: | Megan E. Nielsen, Vice President |
Service Manager: | Janet Koblen, Vice President |
Street Address: | Mutual of America Financial Group Symphony Towers - 750 B Street - Suite 2220 San Diego, CA 92101-8132 |
Telephone: | (619) 544-0860 |
Email: | SanDiego@mutualofamerica.com |
Territory Served: | Southern California inclusive of the following counties: Orange, San Diego, Riverside, Imperial, and San Bernardino, Las Vegas and Southern Nevada |
Regional Office Head: | Scott McMorris, Vice president |
Service Manager: | Brian Young |
Street Address: | Mutual of America Financial Group Plaza Tower One - 6400 South Fiddler's Green Circle - Suite 925 Greenwood Village, CO 80111-4950 |
Telephone: | (303) 694-6102 |
Email: | Denver@mutualofamerica.com |
Territory Served: | Colorado, Wyoming, Nebraska, Utah, and Western Kansas |
Regional Office Head: | Robert Fay, Senior Field Vice President |
Service Manager: | Sadie Gross |
Street Address: | Mutual of America Financial Group Somerset Square 95 Glastonbury Blvd - Suite 410 Glastonbury, CT 06033-4414 |
Telephone: | (860) 659-3610 |
Email: | Hartford@mutualofamerica.com |
Territory Served: | State of Connecticut and western Massachusetts |
Regional Office Head: | Jeanne E. Tyre, Vice President |
Service Manager: | Krista Farinas, Second Vice President |
Street Address: | Mutual of America Financial Group Bayport Plaza 3000 Bayport Drive - Suite 950 Tampa, FL 33607-8408 |
Telephone: | (813) 281-8882 |
Email: | TampaBay@mutualofamerica.com |
Territory Served: | Central and northern Florida, including Manatee, Sarasota, Orange, Osceola, Polk and Seminole counties |
Regional Office Head: | Amy Eisinger, Vice President |
Service Manager: | Debbie A. Rogers, Vice President |
Street Address: |
Mutual of America Financial Group 3rd Floor Boca Raton, FL 33487 |
Telephone: | (561) 471-1445 |
Email: | WestPalmBeachOffice@mutualofamerica.com |
Territory Served: | Southern Florida inclusive of the following counties: Brevard, Broward, Charlotte, Collier, Dade, Desoto, Glades, Hardee, Hendry, Highlands, Indian River, Lee, Martin, Okeechobee, Palm Beach, and St. Lucie |
Regional Office Head: | John Cottee |
Service Manager: | Gregory Hibbert |
Street Address: | Mutual of America Financial Group Five Concourse Parkway - Suite 1275 Atlanta, GA 30328-7102 |
Telephone: | (770) 396-9795 |
Email: | Atlanta@mutualofamerica.com |
Territory Served: | Georgia, South Carolina and Western North Carolina |
Account Executive: |
Scott Matsumoto Ross Polakoff |
Service Staff: | Andrea Fontanilla |
Street Address: | Mutual of America Financial Group 737 Bishop Street - Suite 2305 Honolulu, HI 96813-3211 |
Telephone: | (808) 532-1055 |
Email: | Honolulu |
Territory Served: | State of Hawaii |
Regional Office Head: | Todd Dixon, Vice President |
Service Manager: | Pamela Kodrich, Vice President |
Street Address: | Mutual of America Financial Group 4 Westbrook Corporate Center - Suite 240 Westchester, IL 60154-5736 |
Telephone: | (708) 836-0644 |
Email: | Chicago@mutualofamerica.com |
Territory Served: | Northern Illinois and Lake County, Indiana |
Regional Office Head: | Sara Ann Wiencken, Vice President |
Service Manager: | Mary A. Newkirk |
Street Address: | Mutual of America Financial Group 300 North Meridian Street - Suite 1000 Indianapolis, IN 46204-1382 |
Telephone: | (317) 237-2190 |
Email: | Indianapolis@mutualofamerica.com |
Territory Served: | State of Indiana (except Lake County) |
Regional Office Head: | Joseph P. Gerardi |
Service Manager: | James McAdams |
Street Address: | Mutual of America Financial Group 500 Exchange Street - Suite 9-200 Providence, RI 02903-2630 |
Telephone: | (401) 274-8750 |
Email: | ProvidenceOffice@mutualofamerica.com |
Territory Served: | Maine, New Hampshire, Vermont, Rhode Island and Eastern Massachusetts |
Regional Office Head: | John A. Cottee, Senior Regional Vice President |
Service Manager: | Sandra Rodas |
Street Address: | Mutual of America Financial Group Three Lakeway Center 3838 North Causeway Boulevard - Suite 3100 Metairie, LA 70002-8342 |
Telephone: | (504) 832-9055 |
Email: | NewOrleans@mutualofamerica.com |
Territory Served: | State of Louisiana, Southern Mississippi and the following counties in Southern Alabama*: Baldwin, Barbour, Bullock, Butler, Choctaw, Clarker, Coffee, Conecuh, Covington, Crenshaw, Dale, Escambia, Geneva, Henry, Houston, Marengo, Mobile, Monroe, Pike, Washington and Wilcox |
Regional Office Head: | Michael Tyler, Senior Field Vice President |
Service Manager: |
Nathan Foster, VP Gatina Dupont |
Street Address: | Mutual of America Financial Group 1306 Concourse Drive - Suite 200 Linthicum, MD 21090 |
Telephone: | (410) 859-8256 |
Email: | CapitalAreaOffice@mutualofamerica.com |
Territory Served: | State of Maryland; District of Columbia; Alexandria Counties, Arlington, Fairfax, Loudoun, and Prince William Counties in Virginia |
Regional Office Head: | Brian Sharrow, Vice President |
Service Manager: | Julie L. Malewski, Vice President |
Street Address: | Mutual of America Financial Group One Northwestern Plaza 28411 Northwestern Hwy. - Suite 750 Southfield, MI 48034-5511 |
Telephone: | (248) 351-4190 |
Email: | Detrioit@mutualofamerica.com |
Territory Served: | State of Michigan and the Greater Toledo, Ohio area |
Regional Office Head: | Troy Johnson, Senior Regional Vice President |
Service Manager: | Beth Eberbach, Vice President |
Street Address: | Mutual of America Financial Group Normandale Lake Office park 8300 Norman Center Drive - Suite 1290 Bloomington, MN 55437-1119 |
Telephone: | (952) 820-0089 |
Email: | Minneapolis@mutualofamerica.com |
Territory Served: | Minnesota, North Dakota, South Dakota and Iowa |
Regional Office Head: | Ralph Joest, Senior Field Vice President |
Service Manager: | Michael E. Ahola |
Street Address: | Mutual of America Financial Group Pierre Laclede Center 7733 Forsyth Boulevard - Suite 625 St. Louis, MO 63105-1882 |
Telephone: | (314) 721-3123 |
Email: | StLouis@mutualofamerica.com |
Territory Served: | State of Missouri, Eastern Kansas and Southern Illinois |
Regional Office Head: | Michael J Scott, Vice President |
Client Relationship Manager: | Sugey Horsch |
Street Address: | Mutual of America Financial Group Morris Corporate Center 300 Interpace Parkway - Suite 260 Parsippany, NJ 07054-1125 |
Telephone: | (973) 299-8228 |
Email: | NewJersey@mutualofamerica.com |
Territory Served: | State of New Jersey |
Regional Office Head: | Mike Morgante, Vice President |
Service Manager: | Edwin Wallace, Vice President |
Street Address: | Mutual of America Financial Group Linden Oaks Office Park 90 Linden Oaks - Suite 210 Rochester, NY 14625-2808 |
Telephone: | (585) 264-9890 |
Email: | RochesterOffice@mutualofamerica.com |
Territory Served: | Upstate New York inclusive of the following counties; Allegheny, Broome, Cattaraugus, Cayuga, Chautauqua, Chemung, Chenango, Cortland, Delaware, Erie, Fulton, Franklin, Genesee, Hamilton, Herkimer, Jefferson, Lewis, Livingston, Madison, Monroe, Montgomery, Niagara, Oneida, Onondaga, Ontario, Orleans, Oswego, Schoharie, Schuyler, Seneca, Steuben, St. Lawrence, Tioga, Tompkins, Wayne, Wyoming, and Yates. |
Regional Office Head: | Matthew Saidman, Vice President |
Service Manager: | Len Egan |
Street Address: | Mutual of America Life Insurance Company 120 White Plains Road - Suite 120 Tarrytown, NY 10591-5588 |
Telephone: | (914) 332-0124 |
Email: | TarrytownOffice@mutualofamerica.com |
Territory Served: | Albany, Bronx, Clinton, Columbia, Dutchess, Essex, Greene, Orange, Putnam, Renselear, Rockland, Saratoga, Schenectady, Sullivan, Ulster, Warren, Washington, and Westchester. |
Regional Office Head: | Thomas Donato, Senior Vice President |
Service Manager: | Rosaly Urbaez, Vice President |
Street Address: | Mutual of America Financial Group New York City Regional Office 320 Park Avenue - 9th Floor New York, NY 10022-6839 |
Telephone: | (212) 587-9045 |
Email: | NewYorkCity@mutualofamerica.com |
Territory Served: | Manhattan |
Regional Office Head: | Brian Rooney |
Service Manager: | Adyna Pressley |
Street Address: | Mutual of America Life Insurance Company Forest Hills Tower 118-35 Queens Boulevard - Suite 1602 Forest Hills, NY 11375-7251 |
Telephone: | (718) 520-8998 |
Fax: | (718) 520-8961 |
Territory Served: | Virginia (excluding the following: Arlington, Alexandria, Fairfax, Louden & Prince William |
Regional Office Head: | Brian Rooney, Senior Vice President |
Service Manager: |
Joseph Mullady, Vice President Adyna Pressley, Vice President |
Street Address: |
Mutual of America Financial Group Garden City, NY 11530-4933 |
Telephone: | (516) 937-9177 |
Email: | LongIsland@mutualofamerica.com |
Territory Served: | The following counties in New York: Brooklyn, Queens, Staten Island, Nassau and Suffolk |
Regional Office Head: | Trevor Koenig |
Service Manager: | Carter Adler |
Street Address: | Mutual of America Financial Group Embassy Corporate Park 3700 Embassy Parkway - Suite 500 Akron, OH 44333-8377 |
Telephone: | (330) 665-1915 |
Email: | Akron@mutualofamerica.com |
Territory Served: | Ohio, except for Greater Toledo and the Greater Cincinnati vicinity. |
Regional Office Head: | Todd Dixon, Vice President |
Service Manager: | Joshua Enders |
Street Address: | Mutual of America Financial Group 50 East RiverCenter Blvd. - Suite 910 Covington, KY 41011-1685 |
Telephone: | (859) 283-1200 |
Email: | Cincinnati@mutualofamerica.com |
Territory Served: | The Greater Cincinnati vicinity and Kentucky. |
Regional Office Head: | Patrick A. Ring, Senior Field Vice President |
Service Manager: | Laura Slawuta |
Street Address: | Mutual of America Financial Group Three Gateway Center 401 Liberty Avenue - Suite 2378 Pittsburgh, PA 15222-1011 |
Telephone: | (412) 391-1300 |
Email: | Pittsburgh@mutualofamerica.com |
Territory Served: | Western Pennsylvania and West Virginia |
Regional Office Head: | Charles P. Bagley, Senior Field Vice President |
Service Manager: | Anthony DePiero, Second Vice President |
Street Address: | Mutual of America Financial Group Blue Bell Executive Campus 470 Norristown Road - Suite 301 Blue Bell, PA 19422-2322 |
Telephone: | (610) 834-1754 |
Email: | Philadelphia@mutualofamerica.com |
Territory Served: | Eastern Pennsylvania; State of Delaware |
Regional Office Head: | David Hamn, Senior Field Vice President |
Service Manager: | Iraelle Edwards |
Street Address: | Mutual of America Financial Group Highland Ridge II 555 Marriott Drive - Suite 510 Nashville, TN 37214-5108 |
Telephone: | (615) 872-8223 |
Email: | Nashville@mutualofamerica.com |
Territory Served: | State of Tennessee, Eastern Arkansas, Northern Mississippi and Alabama, excluding the counties serviced by the New Orleans Office |
Regional Office Head: | Lea Starr, Vice President |
Service Manager: | Kristin M. Vita |
Street Address: | Mutual of America Financial Group Urban Towers North 222 Las Colinas Boulevard Wes Irving, TX 75039-5458 |
Telephone: | (972) 556-2371 |
Email: | Dallas@mutualofamerica.com |
Territory Served: | Northeast Texas, Oklahoma, Western Arkansas, and Northwest Louisiana |
Regional Office Head: | Christopher Thompson, Senior Field Vice President |
Service Manager: | Shari Lavelle, Vice president |
Street Address: | Mutual of America Financial Group 3040 Post Oak Blvd - Suite 1250 Houston, TX 77056-6552 |
Telephone: | (713) 850-1371 |
Email: | Houston@mutualofamerica.com |
Territory Served: | Northwest, West and Southern Texas |
Regional Office Head: | Dan Rogers, Vice President |
Service Manager: | Norman Watkins, Jr. |
Street Address: |
Mutual of America Financial Group 4510 Cox Road, Suite 304 Glen Allen, VA 23060-6759 |
Telephone: | (804) 560-0023 |
Email: | Richmond@mutualofamerica.com |
Territory Served: | Virginia |
Regional Office Head: | David Lim, Senior Regional Vice President |
Service Manager: | Clifton Anderson, Second Vice President |
Street Address: | Mutual of America Financial Group Plaza at Yarrow Bay 10230 NE Points Drive, Suite 550 Kirkland, WA 98033-7808 |
Telephone: | (425) 576-2668 |
Email: | Seattle@mutualofamerica.com |
Territory Served: | Following states: Washington, Oregon, Idaho, Montana and Alaska |
Regional Office Head: | Troy Johnson, Senior Regional Vice President |
Service Manager: | Lisa Thurston, Vice President |
Street Address: | Mutual of America Financial Group Two Park Plaza 10850 West Park Place - Suite 520 Milwaukee, WI 53224-3637 |
Telephone: | (952) 820-0089 |
Email: | milwaukee@mutualofamerica.com |
Territory Served: | State of Wisconsin |
Mutual of America offers a diverse range of options that help plan participants achieve their long-term goals.
Our full-service, bundled offering means less work for you.
Mutual of America provides a variety of quality services to retirement plans while maintaining an effective cost structure for plan sponsors.
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.
We work closely with you to help you satisfy your fiduciary responsibilities.
Administrative Services
Administrative Services
Administrative Services
Premier Payroll Integration
Continue to Fiduciary Support Services
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A Dedicated LocalService Team |
Specialized ConsultingServices
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RecordkeepingServices |
Plan DocumentServices |
PayrollIntegration |
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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Participant Account Executive
mutualofamerica.com
“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.
*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.
Investments
Well-Known Fund Families
Diverse choice of separate account investment funds
Continue to What Our Clients Are Saying
(Click the points below for investment options.)
Mutual of America Money Market Fund
Mutual of America Bond Fund
Mutual of America Mid-Term Bond Fund
PIMCO VIT Real Return Portfolio
Vanguard VIF Total Bond Market Index Portfolio
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
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
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
American Funds Insurance Series® New World Fund®
Mutual of America International Fund
Vanguard VIF International Portfolio
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
Vanguard VIF Real Estate Index Portfolio
This chart shows how Mutual of America’s Separate Account investment options available through your retirement plan compare in terms of risk and potential return. The spacing between funds is not meant to be exact, but rather to illustrate relative risk and potential return.
The Allocation and Retirement Funds are grouped together with the other balanced funds for illustrative purposes. The asset composition of these funds can differ significantly and therefore can have different risk and potential return characteristics among different asset classes. The actual performance of the underlying funds may differ depending on the investment funds selected, timing of transactions, market conditions and other factors. An investment in the Money Market Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation, the U.S. government agency, and it is possible to lose money by investing in the fund.
The target date set forth in each Retirement Fund’s name is the approximate date that the fund expects investors to retire and begin withdrawing their account balance. The value of a Retirement Fund is not guaranteed at any time, including at and after the target date. There is no guarantee that a Retirement Fund will correctly predict market or economic conditions, and as with other mutual fund investments, you could lose money. In addition to a retirement date, individuals should consider their risk tolerance, time horizon, personal circumstances and complete financial situation before investing.
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.
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.
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.
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.