Mutual of America

Mutual of America is dedicated to making a difference in the world, not only by helping individuals meet their long-term financial objectives, but also by having a direct, positive impact on the future of our society. A sense of social responsibility has distinguished Mutual of America since our founding as a provider of retirement plan services for employees in not-for-profit organizations. After more than 75 years of serving this caring community, the dedication and sense of purpose of our clients and their employees have had a profound impact on us.

Community Support & Philanthropic Engagement

We are so inspired by the incredible, life-changing work to which our nonprofit clients devote their lives and the real difference they make in our communities. Mutual of America is committed to helping you and your members fulfill your organization’s mission through conference and individual event support. You and your members can take advantage of dedicated Mutual of America resources.  Additionally, we are proud that virtually all of our employees participate in charitable activities, including initiatives of the American Cancer Society, the United Way, Easter Seals, Multiple Sclerosis Society, Toys-for-Tots and the American Diabetes Association.

Philanthropy Report

Mutual of America 2019 – Annual Report

Service Region
Berkshires, Cape & Islands, Central, Greater Boston, Metrowest, Northeast, Pioneer Valley, Southeast
Core Competencies
Administration/Recordkeeping, Plan Document/5500 Filing, Compliance/Audit Support, Participant Education/Seminars, Fiduciary Obligations/ERISA
Discount for MNN Members:

Interested MNN Members should contact their Mutual of America representative to see if they qualify for any fee waivers or reductions.

Keywords
Retirement Planning, 401(k), 403(b), Employer Sponsored Retirement Plan, Contributions, Employer Match, 5500, Mutual Funds, Rollovers, ERISA