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Business Profile

Retirement Planning Services

Mutual of America Financial Group

Headquarters

Reviews

This profile includes reviews for Mutual of America Financial Group's headquarters and its corporate-owned locations. To view all corporate locations, see

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Mutual of America Financial Group has 14 locations, listed below.

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    Customer Review Ratings

    1.4/5 stars

    Average of 277 Customer Reviews

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    Review Details

    • Review fromYadira C

      Date: 05/23/2025

      5 stars
      ****************** Centers want to extend our sincere thanks to Mutual of America for their outstanding customer service and prompt response to our recent request. As a longtime customer, we truly value the consistent support and professionalism your team provides. It's reassuring to know we can count on you, and we appreciate the partnership we've built over the years.Thank you for your continued excellence!
    • Review fromChris A

      Date: 05/19/2025

      1 star
      Our woes with Mutual of America I, and my sisters, ******* and ******, lost our mom on November 5th, 2024. In February, Mutual of America contacted me about a policy, with a small payout (just under $5K). Neither of my sisters received any information about this policy.However, I was paid a much larger amount. Mom had 2 policies, which were paid to me, 1/3 of each policy; my sisters still had no documention about either policy. They had to call to get forms sent to them.Several weeks later, my sisters had still not been paid anything. ******* started calling (14 times now, so far), usually being told she just needed to wait a couple more days (this is their normal response).One day both ******* and ****** called seperately, ******* was told it would be 6 to 8 weeks, while ****** was told 10 - 15 days. Same day, different results. ******* was told there was no supervisor she could appeal to.April 28th, MoA contacted me and told me a mistake had been made in my payments. *** had set a 40% 40% 20% split on her larger policy (but not the smaller policy which was equally split) and I was the 20%, but had already been paid 1/3 of that policy. So, they asked for the overpayment returned to them. I mailed them a check, cashed May 9th 2025. ******* was told it would only take a couple days after my repayment came through for them to pay out the policies. As of May 19th, neither sister has received any of their money.We're extrememly frustrated with the runaround this company has given us. **************** seems to be programmed to say "A few more days", until the next call, and programmed response that it will always be just a few more days.Update 5/19/25 Another call, another 5 day wait to "investigate". They are currently saying the repayment check was not showing as cashed (it cleared 10 days ago). They said they needed time to investigate. Again, nothing is happening.
    • Review fromJulie S

      Date: 05/18/2025

      5 stars
      I was in a jam and needed help and called the ***** line and spoke to customer service representative ****** I just spoke she was wonderful. First she ensure to verify it was me and followed company guidelines ( pretty strict and to the point, which I appreciated her being firm as its my retirement funds). After confirming she immediately went into what I needed and trouble shooting. She did not only explain why I was waiting for the link to reset for ***************************************************************************************** Her taking the extra effort truly made a difference and she sent the forms I needed to my employer while we were on the phone together. On top of that she explained how to fill them out correctly to ensure I could complete the forms accurately and not hold things up. I always have great customer service through ********************** but this was worth taking the time to write a review. Her time, helpfulness, and professionalism was much appreciated. She had a great personality too!
    • Review fromJoan F

      Date: 05/01/2025

      5 stars
      Today I needed help with the process for Required Minimum Distribution as I have just turned 73. I was lucky to have both *** and ******** assist me from the beginning understanding to the final completion of my request documents. Thinking this task would be daunting, I was hesitant and unsure and they made it clear, easy and I want to thank Mutual of America for both these employees. Don't hesitate to call for direction and assistance if this is your first time managing the process. Thank you !!
    • Review fromAlphonso V

      Date: 04/17/2025

      1 star
      I wish I can give them zero stars!!!! This company in the worst company in the history of business!!!! They are liars and crooks!!!!! I been trying withdrawal my money for a year!!!! I did everything and when I finally got the approval they came with other excuses!!!! I gave them my bank to send it straight deposit they said my bank could not do it smh then they said they was sending a check and said it was the wrong address and that it was sent back to them and they said someone cash it!!!! Then they saying they had the wrong address but I was getting information from my address they said they didn't have in my mail!!! Now they saying I have to sign a document talking about the check was cash so I can get my money!!! These people are liars and crooks!!!! If your company put your money here I suggest you get it out asap! And we track the check it was cash from someone that work there offices! The manger was very rude and disrespectful it's disgusting!!! The people that work there don't have a clue and will put you on hold forever!!! This company operates like it's 1987 smh
    • Review fromHa N

      Date: 02/25/2025

      1 star
      Employers and account holders of 401 accounts be CAUTIONED with using this company. Mutual of America has purposely made it incredibly difficult and confusing for anyone to do a proper rollover. I've spoken to multiple customer service representatives to deliver a withdrawal/rollover account. Each time I am given contradictory information, and I've been careful to ask, is this the right form, their answer, "correct - everything should be good to go", and after receiving a document this has been processed, it turns out NOTHING has been processed. I am now being told there is no clarity from processing and they're all awaiting a response - we are hitting two months now and I am not receiving any assistance. The amount of time and energy to just get a rollover is incredibly inappropriate and the company should be held accountable. I can't imagine how many others are experiencing similar issues. This has been a disaster and they are creating more friction, and barriers than needed to roll over your account. I have never dealt with such confusion and bad actors for a company as big as this!
    • Review fromDan C

      Date: 01/14/2025

      1 star
      Terrible organization to do business with. Communication, service, ethics, morals all lacking...
    • Review fromMarie P

      Date: 01/03/2025

      5 stars
      ******** at Mutual of America is such a smart and well groomed staff.She heard my story and told me I took a total of 2 loans out ,I am paying back the loans and therefore I will not be able to do loan 3.After I told her my hardship story she then did some of her owned researched and discovered that in my policy I have something call in house withdrawal. She is my hero as there is no one to borrow the funds to cover my roof issue, and its winter in ***, the plastic or tarp will not work for the next 5 months on the *******. Marquita if you were in *** I would have take you out for dinner and flowers however you are base in *****These are the things that makes mutual Of America shine as I would tell all you young people who wants to put away a little of your cash for savings please use them you will never regret this move.God Bless Customer ***** D *******
    • Review fromHolly C

      Date: 12/01/2024

      5 stars
      I have been working with Mutual of America as a CEO for 15 Plus years. There representatives to my organization have been responsive , kind and interested in assisting my employees with every detail of their concerns. Our investments have done well. I would recommend using them for your companies services.
    • Review fromJoseph E

      Date: 11/24/2024

      1 star
      Unbelievably bad communication. I am trying to get my 403b rolled over after years of not working at a former employer and its been a total disaster. Their employees gave me contradictory information with every call, messed up forms, initiated a forced withdrawal against my wishes despite having enough money in the account, and to add insult to injury after weeks of discussing with 3-4 different employees how to process this request online, get a form letter saying that this is impossible and I have to mail them something. RUN away from doing business with these buffoons.

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