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What's New

Mutual of America Restructures Sales Operations Team

Changes aim to further strengthen the customer experience and emphasize the Company’s ongoing commitment to the retirement plan business.

 

NEW YORK, March 3, 2025 – Mutual of America Financial Group, which specializes in providing retirement services and investments to organizations and individuals, recently announced that it made strategic changes to its sales operations structure to further strengthen the customer experience for plan sponsors and their employees. These enhancements complement the Company’s continued dedication to offering comprehensive recordkeeping and plan administration services, even as some companies have moved away from such essential services.

“We reinforced our commitment to customer care and education, and boosted our leadership capabilities in each office across the country, by streamlining our regional office footprint and enhancing retirement plan services,” said Chris Conway, Executive Vice President and Chief Revenue Officer. “This included adding new Director of Client Relationship Managers to oversee, mentor and support our customer services teams."

“This improved structure allows for greater teamwork among our sales and service groups to ensure our customers receive a consistent high level of service across all regions of the country. This also promotes better internal collaboration when addressing customer needs and providing them with the exceptional service they deserve.”

The new structure aligns with Mutual of America’s overarching long-term strategic objectives, which prioritize customer engagement and education, and focus on growing lasting relationships with plan sponsors and plan participants. It’s important to note that the changes incorporate valuable feedback from the Company’s customers and employees.

“One thing that hasn’t changed in Mutual of America’s 80-year history, and remains a top priority for us, is our commitment to our customers,” said Stephen J. Rich, who became Chairman, CEO and President of Mutual of America Financial Group in July 2024. “Amid an increasingly competitive environment in the retirement plan space, we are well positioned to continue providing plan sponsors and plan participants with high-quality, innovative products and services, along with essential in-depth education, that address their retirement plan related needs.”

These enhancements enable Mutual of America to create greater opportunities for customers to boost their financial education and financial literacy through group and individual meetings with the Company’s local representatives, who are focused on helping plan sponsors make the most of their retirement plan and plan participants to save and achieve financial success in retirement.

 

About Mutual of America Financial Group

Mutual of America Financial Group is a leading provider of retirement products, services and investments to employers, employees and individuals. We deliver high-quality, innovative products and customized services at a competitive price, along with outstanding personalized service, to help customers build and preserve assets for a financially secure future. Our mission is built upon our values—integrity, prudence, reliability, excellence and social responsibility—which have guided us since 1945 and continue to serve us and our customers well. Mutual of America Financial Group is the trade name used by Mutual of America Life Insurance Company and its affiliates. For more information, visit mutualofamerica.com, and connect with us via LinkedIn, Facebook and YouTube.

 

SOURCE Mutual of America Financial Group

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