It’s with immense excitement that we announce our newest preferred partnership with Mutual of America for retirement services to our UPHS nonprofit members. As part of this partnership, Mutual of America has agreed to WAIVE ALL employer-paid administrative charges for retirement plans adopted by any UPHS member organization in perpetuity.

As you may know, retirement plans are often the last benefit option to be provided by our sector due to the tremendous cost associated with managing such a plan. This waiver of fees applies to existing and new clients of Mutual of America that sponsor a group defined contribution plan. 

Additionally, there is no minimum or maximum when it comes to the number of employees needed to participate in a Mutual of America plan; meaning, your organization can have 1 staff or 1,000+ staff and the plan would still be provided with no administrative costs to your organization.

We plan to have the Mutual of America team at our Spring Membership meeting on March 3rd, and look forward to connecting you to learn more about this incredible benefit option. In the meantime, we have included the contact information for our partner rep, Nathan Penha below.