At Mutual of America, we understand that you may be facing important decisions about your retirement savings. With that in mind, here are just three of the many ways we can help you right now:
1. Personal One-on-One Assistance
Talk to or meet with someone in person. We have experienced, salaried representatives located throughout the country who are ready to help you by phone or in person. Our Participant Account Representatives are available to discuss your retirement savings goals and objectives, answer questions about your retirement plan, and help you assess your retirement readiness and plan for a financially secure retirement. Contact your local Mutual of America Regional Office representative, or call 1-800-468-3785.
2. Web and Mobile Access
Get instant access to educational tools and account information. We offer a variety of online educational tools and account-related services to help you prepare for a more secure future. Try our Retirement Calculators; learn more about our retirement products, which are funded by variable annuity contracts; and gain insights from timely, informative articles.
If you are a current participant or contractholder, you can log in to My Account to access account information, make and view certain financial transactions, check account value details, track your personal rate of return and much more. You can also access this from your mobile device through our mobile website.
3. Rollover Specialists
Talk to someone about consolidating your retirement savings. If you have retirement plans with former employers or IRAs with other financial institutions, our Rollover Specialists can tell you about the possible advantages of consolidating them with Mutual of America’s Rollover IRA, a variable annuity contract.
Before rolling over funds from other plans, you should review the accounts you have with other providers to determine whether there are any withdrawal or termination fees or back-end loads that may result and to ensure that it is in your best interest to roll over your other accounts to a Rollover IRA.
Our Rollover Specialists are licensed, salaried representatives who know the ins and outs of IRAs and are available to discuss your options. They’ll make it easy for you to complete a rollover. Call a Mutual of America Rollover Specialist toll-free at 1-866-939-7655.