I posted this over on BBB NY about my customer service experience. For the life of me, I don't understand who in your customer service and operations area is doing anything, but Mutual of America needs to automate withdrawals and extinguish paper !!! Come on people !!!
12/10/25 BBB
Mutual of America Financial Group has been the single most frustrating financial company Ive ever dealt with. Their systems are outdated, their processes are unnecessarily complicated, and their customer service is absolutely not up to modern standardsyet they claim to manage billions of dollars.I was forced to jump through endless hoops just to roll over my account. They required notarized forms, constant back-and-forth, and then refused to accept my documents simply because they were emailed from a different address than the one created years ago by a former employer. They wont allow me to update my email, even though I no longer work at that location. How is a financial company in 2025 incapable of handling a simple email update?Their technology is embarrassingly behind, their procedures make no sense, and theyve dragged out a simple rollover so long that it feels intentional. After this experience, I will never use Mutual of America for anything again. If this is how they treat customers, I genuinely dont understand how theyre trusted with anyones retirement funds.Absolutely terrible experience from start to finish.