Values-Based
Values-Based Retirement Options for You and Your Employees
Mutual of America Financial Group provides plan sponsors with comprehensive retirement plan investment options that can align with the values of your organization.
We believe saving for retirement and your organization's values don't have to be mutually exclusive. A Mutual of America representative can help you design your plan (ERISA or non-ERISA) so you can include certain investment options to fit your employees' needs. We offer Environmental, Social and Governance (ESG) funds as well as faith-based investment choices.
Our representatives work with organizations like yours to help enhance your employees' retirement readiness through flexible plan designs.
Services we provide
For Your Organization
- Experienced team of specialists to help design cost-effective retirement plans
- Prescreened funds with customizable investment menu
- A diverse choice of investment options
- Payroll integration, online enrollment and automated compliance services
Environmental, Social and Governance (ESG) Funds
ESG investment options allow your employees to invest in funds that your organization is ethically aligned with. Our representatives will help you design a plan through which you can choose investment funds, like the Calvert¹ suite and Neuberger Berman fund², that are sensitive to a variety of ESG-related issues.
Faith-Based Offerings
Mutual of America Financial Group makes available Ave Maria³ funds for organizations that may have participants who prefer to invest in companies that comply with the standards of the Catholic Advisory Board as well as the Mutual of America Catholic Values Index Fund⁴.
In addition, we have teamed up with Investing for Catholics (IFC) to create a combined solution that offers Catholic-focused investment portfolios.
Peace of Mind
Saving for retirement and investing in what you believe in, shouldn't have to be mutually exclusive. We have options to help employees choose investments that align with their goals and personal values.
- This suite of funds include Calvert US Large Cap Core Rspnb Idx R6, Calvert US Mid Cap Core Rspnb Idx 1, Calvert Bond R6 and Calvert International Responsible Idx R6.
- This refers to the Neuberger Berman Sustainable Eq R6 fund.
- This refers to the Ave Maria Rising Dividend Fund and Ave Maria Bond.
- This refers to our Mutual of America Catholic Values Index.
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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.