Office of Human Resources
(860) 430-7044 • [email protected]
403(b) TAX-DEFERRED
ANNUITY PLAN
Introducing Roth Option
Effective: 1/01/2026
Mutual of America Financial Group provides retirement planning and investment support services designed to help employees better understand and manage their retirement benefits. Through one-on-one guidance from Lana Robinson, your dedicated account representative, employees can receive assistance updating beneficiary and account information, reviewing investment allocations based on their goals and risk tolerance, exploring retirement income and payout strategies, and evaluating options for consolidating retirement accounts from previous employers.
The service is intended to give employees direct access to retirement planning resources and personalized support throughout their career and retirement journey. Employees are encouraged to meet with Lana to ask questions, review their savings progress, and make informed decisions about long-term financial planning and retirement readiness.
Onsite Retirement Education Meetings
June 4 - 9:30am-10:30am
June 18 - 9:30am-10:30am
100 Beard Sawmill Rd. Suite 650 Shelton, CT 06484
Schedule your 1:1's between at 11am-4pm on the above dates, or schedule a virtual meeting.
Presentation: Understanding traditional vs. Roth contributions
This presentation from Mutual of America Financial Group explains the differences between traditional pre-tax and Roth after-tax retirement contributions, providing guidance to help employees choose retirement savings strategies.
Click below to view or download here