Support For Your Employees

Personal Service

Like many individuals today, your employees may have concerns about planning and saving for the future. Perhaps they have questions about how to maximize their retirement plan benefits, understand the effects of taxes and inflation, or preserve wealth for their loved ones. We’re here to help.

In each of our local offices, representatives are available to provide your employees with education to help them with their long-term financial goals at no additional cost. Our representatives are salaried employees who don't work on commission, and will meet with your employees individually or over the phone, as well as conduct group meetings where they work. They are ready to provide:

Retirement income option review to discuss payout options available, as well as to educate your employees on strategies for managing their retirement savings, and important federal regulations pertaining to minimum distributions.
Account updates to be sure we have your employees' current account information and beneficiary designations.
Information about account consolidation to help your employees make a transfer or rollover into their Mutual of America retirement plan.

Before making a transfer, your employees should review the accounts they have with other providers to determine the fees and expenses they currently pay and whether there are any surrender charges that may result and to ensure that it is in their best interest to transfer their other accounts to their current plan.

To contact a representative, your employees can call 800.468.3785 .

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