Online Retirement Plan Enrollment

Online enrollment streamlines your organization’s back-office administrative requirements with:

• Employee Data Uploads – Transfer employee information to the online retirement plan
• Reduced Enrollment Errors – Through data uploads and employee verification of data
• Lower Administrative Costs – Eliminate time-consuming data entry
• Payroll Deduction Elections – Streamline your paperwork and recordkeeping
• Management Reports – Track enrollment progress and salary deferral elections more efficiently
• Online Salary Deferral Elections – Opt-in to allow employees to review and change their deferral rate through My Account

With our secure, user-friendly website, your employees can self-enroll in minutes. After receiving their passcode, employees can:

• Review, update and confirm their existing enrollment data
• Elect their salary deferral by dollar amount or percentage of salary
• Select how their contributions are allocated among savings and investment options
• Designate their spousal beneficiaries
• Sign up for Mutual of America's eDocuments program to receive documents electronically. When you sign up for eDocuments, read the terms and conditions for the eDocuments program carefully. You will no longer receive paper documents that are made available to you through eDocuments. You have the right to revoke your eDocuments consent at any time—either online or by calling us.

• Detailed information about their savings and investment options
• Fund performance
• Their personal rate of return
• Valuable educational information about saving and planning for retirement, including retirement-planning calculators*

A variety of reports are available to help plan administrators manage the online enrollment process. This includes the Salary Deferral Change Report, which collects employee salary deferral elections for your payroll department.