Financial Wellness Checklist

Financial wellness checklist

3 Things
to Know


National Nonprofit Day


August 17, 2021, is an opportunity to recognize the positive impact that nonprofit organizations have on the communities they serve. There are more than 1.5 million nonprofit organizations registered in the United States.* Mutual of America is proud to support the nonprofit sector and the communities they serve.


*National Center for Charitable Statistics. The Nonprofit Sector in Brief. June 2020.


1 in 3


Workers who say the COVID-19 pandemic has negatively impacted their ability to save for retirement due to reduced hours, reduced income or job changes (32%).


2021 Retirement Confidence Survey. Figure 5. EBRI/Greenwald Research Retirement Confidence Survey. April 2021.




It’s important to designate and keep up to date at least one beneficiary for each retirement plan and IRA you contribute to. After your death, your designated beneficiary will receive the balance of your retirement plan or IRA. Through My Account, you can download a Beneficiary Designation Form.

Better your tomorrow.

Contact your Mutual of America representative today.

You should consider the investment objectives, risks, and charges and expenses of the investment funds and, if applicable, the variable annuity contract, carefully before investing. This and other information is contained in the funds’ prospectuses and summary prospectuses and the contract prospectus or brochure, if applicable, which can be obtained by calling 800.468.3785 or visiting Read them carefully before investing.


The articles and opinions in this publication are for general information only and are not intended to provide specific advice or recommendations for any individual. Consult your attorney, accountant or financial or tax adviser with regard to your individual situation.