403(b) Plan Services

Does your 403(b) plan comply with today's regulations? Are you and your employees getting all of the investment, educational and administrative support that you require?

For 403(b) plan sponsors who choose Mutual of America as the sole provider for their retirement plan, we provide all appropriate plan documents required for 403(b) plans.

Administrative Services that Keep Your 403(b) Plan in Compliance
We offer the administrative services you need to help keep your plan in compliance with 403(b) regulations (subject to the plan provisions you adopt).

403(b) Plan Document Services
Universal Availability Notification provided to your participants by us on your behalf
Employee Communication Services
Loan Administration Services
Monitoring 402(g) Elective Deferral Limit
Hardship Withdrawals
Minimum Distribution Processing
Involuntary Distributions
Annual Return/Report Form 5500 (only for plans subject to the Employee Retirement Income Security Act of 1974, as amended (ERISA))
Information Sharing Agreement (ISA)
Qualified Joint and Survivor Annuity (QJSA) Compliance Processing for ERISA Plans
Summary Plan Description (SPD); Summary of Material Modifications (SMM) Services (only for plans subject to ERISA)

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