Hi ChamberRVA Members,

I hope this message finds you well. My name is Aman Goel, and I am a representative of Mutual of America, a b2b local retirement plan provider. I am reaching out to introduce our services and to offer a free third-party benchmark based on your 5500 form, upon request. There are no strings attached to this offer.
If you or anyone you know might be interested in our services, please do not hesitate to get in touch. We would be more than happy to assist you.

Here’s a brief overview of our local approach:

1. Payroll Integration: Our service offers a comprehensive, low-cost retirement solution with all-inclusive pricing. This includes seamless integration with your existing payroll system, reducing administrative burden. We can also work with your Financial Advisor/CPA.

2. Plan Manager: Bryce is our dedicated Plan Manager; Bryce is the go-to expert for all administrative needs of your plan. He manages your plan, dispatching regulatory notices, and 5500 filings, acting as your audit liaison, and addressing any other administrative needs.

3. Participant Manager: Jim is our dedicated Participant Manager; he is a licensed financial planner committed to supporting your employees’ individual needs. He provides one-on-one consultations (no additional charges), focusing on developing and executing tailored financial planning and retirement strategies.

4. Diverse Retirement Offerings: 401(k), 401(a) 403(b), 457(b), SEP IRA, SIMPLE IRA, and more! Click here to learn more.
* No out-of-pocket administrative or implementation costs; and we cover transfer fees.