Delivering enhanced Products and services

Marketing and Sales

Mutual of America’s technology transformation strengthens our ability to provide our high-touch, high-tech, high-value customer service at scale.”

Brian Severin Senior Executive Vice President and
Chief Marketing Officer

A Significant Transformation

2021 was a year of significant, Companywide transformation at Mutual of America. We successfully launched our new, retail mutual fund platform and implemented a digital-first administration and recordkeeping technology platform. We also completed a restructuring of our customer service model, which will be fully implemented in 2022. Together, these exciting investments in the future of Mutual of America will enhance our ability to execute on the Company’s mission to help workers prepare for a more financially secure future.

“Putting customers first is a core value that has driven Mutual of America forward for nearly eight decades,” said Brian Severin, Senior Executive Vice President and Chief Marketing Officer. “Our modernized technology platform provides plan sponsors with completely reengineered tools and flexible solutions that are focused on their specific needs. Transactions are simplified, and relevant information is placed front and center, helping to reduce the complexity of managing a retirement plan.”

Adyna Pressley

The Company’s new, centralized service model puts Plan Sponsor Specialists at the forefront of customer care, with expanded service hours and quick access to real-time plan information.”

Adyna Pressley Vice President, Marketing Administration

Our New Tech Platform

This new tech platform enabled Mutual of America to introduce a custodial trust platform offering retail mutual funds, providing plan sponsors greater flexibility in how they build an investment lineup for their plan participants.

“Our modernized technology also allows us to look at retirement plan design and administration from multiple viewpoints—from a customer perspective, a service and solutions perspective, and the perspective of the ever-evolving retirement savings landscape,” said Severin.

“With one-click access to plan data and analytics, our expanded team of customer service representatives can efficiently provide answers to questions about administering a retirement plan, support services and other day-to-day plan-management issues from our new, centralized service center. At the same time, we’ve enhanced our service delivery with the creation of regional Customer Relationship Managers to deliver in-person service and support as needed.”

Morgan Pace

The creation of regional Customer Relationship Managers within our service team deepens our ability to provide industry-leading service excellence and a truly personalized customer experience.”

Morgan Pace Vice President, Client Operations
Brian Severin, Morgan Pace and Adyna Pressley walking and talking in the Mutual of America Headquarters

We Offer Plan Administration, Simplified

  • Online billing services that make remitting contributions and repaying plan loans fast and convenient.
  • Payroll Integration that provides a secure process for transferring employee information from your payroll to Mutual of America.
  • Full compliance services, including timely production of Summary Plan Descriptions; Qualified Default Investment Alternative (QDIA), Automatic Enrollment and other notices; and compliance testing across the full range of applicable criteria.
  • Online reports that are customized and can be easily downloaded in a variety of formats.
  • Regulatory updates on legislative and regulatory changes that may impact plan operations and investments.