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Eugene Public Schools

Mutual of America

This Vendor Page has not been approved by Mutual of America,
but the information provided should be useful to you.

Mutual of America - General Status

Mutual of America plans to have continued involvement in the 403(b) market. Mutual of America is currently reviewing CCC's ISA.

Mutual of America Web Homepage

Mutual of America Homepage may be accessed here .

Product Information

Click the link(s) below for information on Mutual of America investment products:

Fee Information

Click the link(s) below for information on the fees associated with Mutual of America accounts:

403(b) Investment Options

Mutual of America offers the following type(s) of 403(b) investment option:

  • End of List

Roth 403(b) Contribution Policy

Mutual of America does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Mutual of America are marketed using the following approaches:

Helpful Employee Resources

Mutual of America has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Mutual of America provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Mutual of America, please visit our General Mutual of America Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.


Mutual of America - Eugene 4J Status

If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.

Mutual of America Plan Number

When contacting Mutual of America or its local contacts, have ready your Eugene 4J - Mutual of America PLAN OR GROUP NUMBER: To Be Determined

Eugene 4J EIN

When contacting Mutual of America or its local contacts, you may require the Eugene 4J EIN: 936000566

Eugene 4J Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Mutual of America on Eugene 4J list of authorized vendors.

Request Additional Information from Mutual of America

Contact Mutual of America directly if you have additional questions about Mutual of America products or services.

Information Sharing Agreement, If Applicable

Mutual of America has signed a Direct Information Sharing Agreement with Eugene 4J and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Eugene 4J 403(b) accounts. You may view that Signed Document here: Direct-ISA (pdf).

Employer Minimum Contribution

Eugene 4J does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Mutual of America does not require any monthly contribution amount .

Eugene 4J Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Eugene 4J 403(b) Plan and much more on the Eugene 4J Information Page, available by clicking here.