Mutual of America

Mutual of America Financial Group is a leading provider of retirement services and investments to employers, employees and individuals. We provide high-quality, innovative products and services at a competitive price, along with outstanding personalized service, to help our 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. We offer plan sponsors a turn-key approach to investment, recordkeeping, and plan administration, so that no brokers or third-party administrators are required — potentially reducing operating costs while improving services to our clients and their employees.

Since 1945, Mutual of America has specialized in providing small and mid-sized not-for-profit organizations and companies with pension and retirement-related services, along with leading customer support. We work diligently to understand the needs of plan sponsors. We provide them with competitively priced solutions so they can help their employees achieve their financial planning goals.

Our involvement in the mental health movement extends back many years. A snapshot of our services in this community is as follows:

• 180 mental health clients across the country
• $1.1 billion in mental health client’s retirement plan assets under management

Mutual of America is excited to partner with the National Council to help transform the members employee’s financial readiness. We are happy to serve both states and clinics in investing in the members workforce financial equity and employee financial readiness by providing a complimentary 30-minute group retirement plan consultation. This consultation may include a detailed comparative report of plan and participant expenses, fiduciary services, plan administration & compliance services, and investment performance. Please reach out to Renee Shew, Vice President, to schedule your consultation today.