At Mutual of America, we understand that you may be facing important decisions about your retirement savings. With that in mind, here are just three of the many ways we can help you right now:
1. Personal One-on-One Assistance
Talk to or meet with someone in person. We have experienced, salaried representatives located throughout the country who are ready to help you by phone or in person. Our Participant Account Representatives are available to discuss your retirement savings goals and objectives, answer questions about your retirement plan, and help you assess your retirement readiness and plan for a financially secure retirement. Contact your local Mutual of America Regional Office representative, or call . Get instant access to educational tools and account information. We offer a variety of online educational tools and account-related services to help you prepare for a more secure future. Try our Retirement Calculators; learn more about our retirement products, which are funded by variable annuity contracts; and gain insights from timely, informative articles.
If you are a current participant or contractholder, you can log in to My Account to access account information, make and view certain financial transactions, check account value details, track your personal rate of return and much more. You can also access this from your mobile device through our mobile website.
3. Rollover Specialists
Talk to someone about consolidating your retirement savings. If you have retirement plans with former employers or IRAs with other financial institutions, our Rollover Specialists can tell you about the possible advantages of consolidating them with Mutual of America’s Rollover IRA, a variable annuity contract.
Before rolling over funds from other plans, you should review the accounts you have with other providers to determine whether there are any withdrawal or termination fees or back-end loads that may result and to ensure that it is in your best interest to roll over your other accounts to a Rollover IRA.
Our Rollover Specialists are licensed, salaried representatives who know the ins and outs of IRAs and are available to discuss your options. They’ll make it easy for you to complete a rollover. Call a Mutual of America Rollover Specialist toll-free at 1-866-939-7655. 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 .
Mutual of America’s Rollover IRA is an individual variable annuity contract and is suitable for long-term investing, particularly for retirement savings. The value of a variable annuity contract will fluctuate depending on the performance of the Separate Account investment funds you choose. Upon redemption, you could receive more or less than the principal amount invested.
A variable annuity contract provides no additional tax-deferred treatment of benefits beyond the treatment provided to any Rollover IRA by applicable tax law. You should carefully consider a variable annuity contract’s other features before making a decision.