Employees are more willing to enroll and be actively engaged in saving because they have a personal relationship with a local representative they can call and meet with privately.”
Executive Field Vice President,
Mutual of America
Mutual of America’s integrated approach to service is ideal for small to medium-size nonprofits and businesses because we start from the premise that our clients are not experts in retirement plans. When Valve Research chose to leave its retirement plan service provider and make the move to Mutual of America, our dedicated Regional Office team oversaw every detail of the transition process.
Our goal is to reduce the burden of plan administration so employers can focus on running their organization. The services we offer are what a larger employer would expect and at a very, very competitive price.
Mutual of America’s Regional Office structure brings local representatives within reach of every customer. When clients call, our local representatives know who they are — we know their employees, their plans and their organizational goals and challenges.
The same is true for our relationships with employees. Employees are more willing to enroll and be actively engaged in saving because they have a personal relationship with a local Mutual of America representative they can call and meet with privately when the need arises.
Unless employees understand their retirement plans and the features associated with them, they are unlikely to value them, contribute or manage their retirement portfolios appropriately. In-person meetings are the best way to motivate employees to make positive changes in their saving habits — across all age and income groups. Employers see tangible results when participation and contribution rates rise.