Clients I'm Seeking:
For Profit and Non-Profit organizations in Westchester and Putnam County, NY looking for retirement plans(e.g. 401k, 403b, SEP, SIMPLE, TDA)
About My Business:
The Company was incorporated in 1945 as the National Health & Welfare Retirement Association, Inc., having been organized by leaders of the agency now known as the United Way. Like most successful enterprises, Mutual of America offered the right solution to an obvious need. When the Company was founded, social workers were ineligible for Social Security coverage. Additionally, the typical social service agency of the time was a small, low-budget organization - characteristics that discouraged insurance companies from soliciting their business.
The Company's sole purpose when it was incorporated was to provide retirement and other related benefits and services for employees of not-for-profit health and welfare organizations. Over the years the Company expanded its not-for-profit clientele to include charitable, religious and educational organizations and government entities.