Written by: Mutual of America Financial Group

A leading provider of investment and retirement services, Mutual of America Financial Group is no stranger to Nebraska. The Company opened its Omaha office a year ago, and as a result, growing closer to the local community has gone hand in hand with increasing our exposure to causes that are important to the organizations we serve—including healthcare.

The idea of actively promoting the welfare of others is close to our heart. Mutual of America Financial Group (then known as the National Health & Welfare Retirement Association) was founded on October 1, 1945, by an exceptional group of leaders who were dedicated to supporting the nonprofit sector and believed that every worker deserves a financially secure and dignified retirement. Integrity, prudence and reliability are the values that have guided us since our inception and that continue to serve us well.

In 2019, Mutual of America invested in new and innovative capabilities to accelerate our growth in the retirement savings and investments markets that promise to be even more dynamic in the years ahead. This included investments in advanced technologies, such as the implementation of Salesforce’s customer relationship management system and the introduction of our Payroll Integration service, which will enhance the customer experience while providing new ways to streamline our business processes through artificial-intelligence-driven data analytics. We also partnered with FIS—a global leader in retirement technology solutions—to integrate their leading-edge, online OMNI recordkeeping platform solution into our operations.

Our future will include a new array of products and services, such as providing 403(b) and 401(k) Thrift plans through a mutual fund trust platform, as well as investment advice and wealth management services, and guaranteed income streams for those already retired. “Since our founding, we have been dedicated to helping our customers stay focused on achieving their retirement and investment goals,” said John R. Greed, Mutual of America Chairman, President and Chief Executive Officer. “This commitment helps us make an even more meaningful impact in the communities where we all live and work.”

We are readily available to provide plan sponsors with the tools they need to review the retirement plans they offer their employees. As always, participant education is paramount for Mutual of America. Through one-on-one attention and tailored service from our representatives, we aim to engage employees, help them better understand their benefits and make smart financial decisions. The quality of our investment offerings, outstanding personal service and history of financial strength is evident in client feedback.

Please don’t hesitate to reach out:

Justin Grimm
Regional Manager

Field Consulting Services
Aksarben Village

2111 South 67th Street

Suite 300

Omaha, NE 68106
w: 402.378.7280

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