Tribal Entities
Put Your Tribal Entity’s Retirement Plans in Experienced Hands
Mutual of America Financial Group is proud to help meet the retirement goals of Tribal communities and entities across the country.
Our specialists work with you to help design customized, flexible retirement plans to meet the diverse needs of tribal entities and to help your employees achieve retirement-readiness success.
Services we provide
For Your Organization
- Retirement plans
- Dedicated account management
- Diverse choice of investment funds
- Options for per-capita and minor’s trust programs
- Tax-exempt solutions
- Institutional investing options
- Payroll integration, online enrollment and automated compliance services
- Customized plan designs for departments within tribal governments such as law enforcement, Tribal council, healthcare, colleges and commercial fishing
Tribal Retirement Plan Setup and Implementation
Our experienced specialists will work with committees and Tribal councils to ensure your organization’s needs are addressed, utilizing multiple plan features available through ERISA and non-ERISA plan designs.
No Charges for Plan Amendments
You can choose the type of retirement plan that best serves your employees with the flexibility and control to make plan design adjustments without transactional charges for plan amendments.
Simplified Plan Administration
Automated systems make it easy to manage your plan with minimal staff time and resources.
A Full Range of Investment Options
Carefully selected investment options allow your employees to build individual portfolios tailored to their investment objectives, time to retirement and tolerance for risk.
Governmental Plan Support
We understand how Tribal entities value sovereignty and their ability to govern themselves without interference. Mutual of America Financial Group has significant experience in writing governmental plans and helping Tribal entities navigate issues that may arise when writing these plans.
Support with Minor’s Trust Programs
A highly experienced investment management team specializing in portfolio management and asset allocation services is available to manage tribal assets, including the assets supporting minor's trusts.*
Administrative Fee Waived
Mutual of America Financial Group will waive the employer-paid administrative charge for plans with more than $1 million in assets.
*Investment advisory services offered through Mutual of America Capital Management LLC, a registered investment adviser and an indirect, wholly owned subsidiary of Mutual of America Life Insurance Company.
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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.