What Our Clients Are Saying
Quality investment offerings, a history of financial strength and outstanding personal service—find out from our clients what makes our Company great.
Stephanie Jackman-HaveyCOO & CFO
VNA Care Network
The selection of investments, dealing with employees’ pension money, is really important.
When you have a fiduciary responsibility to an organization, it’s to ensure that you are making the best decision for the company and for its employees. So, it’s making sure that you’re choosing a company that has the right ethics, has the right stature and matches your mission.
A lot of companies over the course of the years have gone down, what I call, the quick and easy money route. Mutual didn’t do that. The conservative aspect that Mutual of America takes on that is really key. You sleep better at night not worrying that somebody’s out there playing with your employees’ money and that, someday, you’re going to have to go and tell them, “I’m sorry, your retirement plan is gone.”
Mutual of America does such a wonderful job in educating the employee and being there for them. So, when you think of retirement, it becomes this job. They make the knowledge of what you’re to do or how to do it become easy. It’s not always that easy, but they make it easy.
Darcy OmanPresident & CEO
The Community Foundation for Richmond & Central Virginia
Mutual of America has been a great partner for The Community Foundation. We have worked with them for many years because we felt that our missions were aligned.
The Community Foundation is in the relationship business. The ability to attract and retain staff talent for our organization is a core business proposition. Helping our employees plan for their retirement is an important part of our benefits program.
Mutual of America has helped us evaluate our employer match, our long-term plans, and it’s helped individual employees with their own planning, making local representatives available to meet with our employees and their spouses on a one-to-one basis.
My husband and I were delighted to learn a couple of years ago that there were additional resources available through Mutual of America to help us with some of our financial planning, and this was just a real added plus to our relationship with Mutual of America.
We really see our retirement plan as part of a commitment to the individuals who make our organization successful and, by translation, support important work in our community.
River City Produce Company, San Antonio, TX
The service that I value the most is the availability that Mutual of America makes for their clients.
When I call their office they know who I am, they know my employees, and that has real value to me. If I have a question, I get a response immediately.
Our employees have the opportunity to meet with Mutual of America representatives every year. Many of the workers that we have in our industry are working just day-to-day jobs and living paycheck to paycheck, and having a retirement plan provides for them and their families in their old age. And family’s extremely important to all of us. We have a plan that we have confidence in, that people are available and stand behind. We’re not financial experts.
We rely on Mutual of America to provide us those services, and they do a great job doing it.
Karen SchrockExecutive Director
Adult Well-Being Services, Detroit, MI
Our finance committee and board of directors have been consistently pleased with the financial strength and stability of Mutual of America.
It’s a challenge to get our employees to address their future needs when they’re trying to address their current needs. We consulted with Mutual of America about how we might bring more of our employees into our plan. They suggested automatic enrollment. When we implemented that, our enrollment went from 50% to 90%.
Part of the reason for that is the service that we get from the Regional Office. They will come to our total staff meetings, and then follow up by going to each of our 10 locations to meet with staff individually, answer any questions they have and do the enrollment right there where they work.
We rely on Mutual of America’s great staff.
Russ WilliamsDirector, Planned & Major Giving
North Carolina Zoo Society, Asheboro, NC
We’re happy that we’re able to offer a retirement plan to our employees. It was something that I felt was necessary as I came from the one employer, the United Way, which had one, and came to the North Carolina Zoological Society, which did not, at the time I came.
Mutual of America was the retirement plan provider at my prior employment, and I was very pleased with that arrangement.
The board directors looked at having Mutual of America as the provider, and as they held it up against others, they found it was the way to go. They were certainly looking at price, and they were looking at what kind of coverage would they get for the investment, and they were very pleased to find that it compared very favorably.
I really liked the history of the organization, that it is an organization that has been very customer service oriented. They have been very good about being concerned about the individual. I think that Mutual of America has helped me personally build toward my own retirement, and I also have felt very secure, even in these difficult times, that I could count on that.
The return on my investments, using the good group of options that were available to me with Mutual of America, was greater than what I saw in some other investments I was involved in.
I found that the values of Mutual of America are quite close to the values of our organization, and I’m pleased with that. And customer service is one thing that I think we both have at the forefront.
I also feel that Mutual of America and the North Carolina Zoo Society value fiscal responsibility, and Mutual of America’s financial strength is quite important to us, especially in these times.
I am aware that Mutual of America has some good community values, that they’re good corporate citizens. It’s very important to me. I feel that there’s a mission here that goes deeper than just dollars and cents.
Lillian JohnsonExecutive Director
Community Legal Services, Phoenix, AZ
Community Legal Services, while it only has 75 employees, we cover a huge territory in Arizona. And Mutual of America representatives said, “No problem, we’ll go there.”
They don’t work on commission. So, it wasn’t a matter of a hard sale for our staff. Their constant availability and participation in providing information and training and being responsive to our employees’ calls has made it a very wise investment for us to have chosen Mutual of America.
Our employees are particularly pleased about the choices in terms of investment opportunities. The other thing that I think has been very helpful to us with regard to Mutual of America is that they are regularly providing us information about changes in the market and changes in the law, and we feel very comfortable that their financial stability is going to help us to actually have resources when we retire.
The high rating that Mutual of America continues to receive is something we’re gratified about.
Christine McMahonPresident & CEO
Fedcap, New York, NY
Fedcap has been an employer for over 75 years, and we really care about the future of our employees.
I think sometimes we think simply offering the benefit is enough, but in the case of long-term investment for our employees’ future, we really have to do more, and I think Mutual of America really showed us the way and made it possible for us to do much more for our employees.
Mutual of America was able to be present at 50 locations throughout a three-state footprint. As we explored a variety of different carriers of the 403 benefit, we were unable to find anyone who came close to what Mutual could deliver.
Really, we based our decision on three really key important points.
One, the long-term strength of Mutual’s finances. Had a great history of successful investing. Mutual really avoided that whole subprime issue that our economy’s been dealing with.
The choices available to our employees were tremendous, and Mutual was there to help us right at the beginning, design curriculum, design a teaching approach, help us design accommodation. It was really going to make the difference for some people over the long haul.
So, we’re very pleased at the amount of attention and energy that Mutual spends really working hard to engage employees, from line staff right up to senior executives.
Important Information Regarding Our Videos
Statements made in these videos by clients of Mutual of America are not paid testimonials. These testimonials may not be representative of the experience of other clients and are not indicative of future performance or success.
Before investing, you should carefully consider the investment objectives, risks, charges and expenses of the variable
annuity contract and the underlying investment funds. This and other information is contained in the
contract prospectus or brochure
and underlying funds prospectuses and summary prospectuses. Please read the contract prospectus or brochure and underlying fund
prospectuses and summary prospectuses carefully before investing. The contract prospectus or brochure and underlying fund prospectuses
and summary prospectuses can be obtained by mail or by calling
A variable annuity contract is suitable for long-term investing, particularly retirement. The value of a variable annuity will fluctuate depending on the value of its underlying Separate Account funds. At redemption, amounts placed in a variable annuity's Separate Account may be greater or less than the principal amount invested. Generally, an annuity contract provides no additional tax-deferred treatment beyond that provided by a tax-qualified pension or retirement plan. Therefore, the annuity contract should not be selected based solely on this criterion.
The guidance and information provided by Mutual of America's Financial Consultants are educational in nature and are not intended to serve as a primary basis for your investment decisions. Mutual of America's Financial Consultants provide information to assist individuals to create their own financial plan, but do not provide financial planning services. No separate fee is charged by Mutual of America Life Insurance Company for Financial Consulting Services. Mutual of America's Financial Consulting Services do not create an investment advisory or a fiduciary relationship (including under ERISA) between you and Mutual of America Life Insurance Company. Mutual of America Life Insurance Company and its Financial Consultants do not provide tax or legal advice. Consult your personal tax advisor or attorney for matters involving taxation and tax planning and your attorney for matters involving personal trusts and estate planning.