Retirement Services

    Tax-Exempt Employer Plans

    If you represent a nonprofit or other type of tax-exempt organization, MassMutual has options available that may help support your organization’s retirement plan needs. We’ve administered plans for tax-exempt employers for more than 65 years and have approximately $40 billon* in assets under management in this market, making us one of the most experienced providers in the industry. With our commitment to diversity and focus on charitable giving, we work to build the same level of trust with our customers as you do with your employees.

    Tailored Solutions

    MassMutual recognizes the many challenges and nuances you face in managing your tax-exempt organization’s retirement plan. Whether you represent a healthcare, private nonprofit or higher education entity, or credit union, church, association or the government, we help bring tailored total retirement solutions to the table. We can offer a breadth of options to your organization, including 403(b), 401(k), 401(a), 457, defined benefit and non-qualified plan options.

    Employee Communication and Education

    You can help your employees prepare themselves for retirement and keep their goals on pace. Our suite of innovative tools is designed to help your employees make educated decisions when it comes to saving for retirement. Through our RetireSmartSM participant communication program, we engage employees across a variety of channels tailored to their personal needs and preferences. This can include targeted campaign messaging via email, direct mail and our intuitive websites. With nearly 100 dedicated retirement education specialists nationwide, we can meet with your employees in a group setting or one-one-one meetings. They’ll also have access to a call center recognized by ContactCenterWorld as a top performer in delivering outstanding customer service for five consecutive years.

    One-on-One Consolidation Services

    We understand one of the biggest challenges for your employees can be consolidation of their retirement plan savings in one place for easier management. Our Consolidation Concierge service offers one-on-one guidance by a specialist with 403(b) contract exchange expertise to those individuals looking to consolidate their assets.

    Flexible Investment Platform

    The MassMutual Smart ArchitectureSM Investment Program focuses on providing investment options to help your plan participants retire on their own terms. Our investment platform emphasizes selectivity and flexibility and includes retirement investment options covering a full range of investment and style categories from a large variety of managers, including the award-winning MassMutual Funds and RetireSMARTSM Funds target date series.

    * December 31, 2014


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