Mutual of America Financial Group Launches New MoA Managed IRA

Company teams up with Morningstar Retirement, IRALOGIX and Envestnet to introduce customized IRA for investors

NEW YORK, Sept. 18, 2025 /PRNewswire/ -- Mutual of America Financial Group, a leading provider of retirement products, services and investments to individuals and organizations, is pleased to announce it has launched the MoA Managed IRA product, in collaboration with Morningstar Retirement, IRALOGIX and Envestnet.

This fully managed investment service offers a new level of customization and flexibility to individuals saving for retirement. Now, individuals can have their portfolio customized to reflect their financial picture and managed on a discretionary basis by a professional investment advisor. This is especially important as more savers seek this type of investment strategy to help them meet their financial goals.

"The MoA Managed IRA is the next evolution in our retirement investing offerings," said Chris Bailey, Executive Vice President, Individual Products and Third Party Distribution, at Mutual of America Financial Group. "We're not just offering investment choices. Through our strategic partnerships, we're providing a customized strategy for each account holder that can evolve over time, helping them to stay aligned with their specific goals from enrollment through retirement. We're also making sure that they have robust customer support available to assist them throughout their journey."

Through this strategic collaboration, Morningstar Investment Management LLC, a registered investment adviser and umbrella entity for Morningstar Retirement, delivers personalized portfolio recommendations and advice to account holders through the Morningstar^® Retirement Manager platform. With more than 25 years of experience and over 33 million participants served, Morningstar Retirement aims to ensure strategies are aligned with each individual's financial situation, not just a one-size-fits-all default investment option.

Additional features include quarterly portfolio rebalancing and Morningstar Retirement Manager's Income Secure feature which provides drawdown guidance to support those transitioning into retirement.

The MoA Managed IRA considers more than just an individual's age. Investment and savings strategies are built around each individual's income, risk tolerance, retirement timeline, and contribution behavior, delivering an enhanced level of customization.

"Investors are demanding more personalized retirement services, ones that are responsive and easy to navigate," said James Smith, Global Head of Retirement Business Strategy at Morningstar Retirement. "This service meets that need with a professionally managed approach that adjusts over time to help individuals make more informed decisions and stay on track toward their long-term financial goals."

The infrastructure behind the MoA Managed IRA is powered by IRALOGIX, the leader in white-label IRA technology. Its modern, fully digital and modular platform integrates smoothly with recordkeeping systems to support scalable, custom IRA products and services. This foundation enables partners to bring high-quality, customized investments to account holders who may have been underserved by legacy systems and processes. In addition, Envestnet brings nearly 25 years of experience in research, consulting and portfolio management to this partnership, to provide non-discretionary portfolio management.

Pete Littlejohn, President of IRALOGIX, shared his enthusiasm about partnering with Mutual of America, Morningstar Retirement, and Envestnet. "Together, the four organizations are driving innovation in retirement. This collaboration is designed to bring the ease of managed accounts to the IRA marketplace on a broad scale, giving investors access to professional guidance without the usual complexity," he said.

As the industry shifts from a one-size-fits-all investment mindset to one focused on customized outcomes, the collaboration among Mutual of America, Morningstar Retirement, IRALOGIX and Envestnet is proving what's possible when expertise in retirement and investment solutions, technology, and user-focused design come together.

About Mutual of America Financial Group
Mutual of America Financial Group is a leading provider of retirement products, services and investments to individuals and organizations. We deliver high-quality, innovative products and customized services at a competitive price, along with outstanding service and personalized financial education, to help customers build and preserve assets for a financially secure future. Our mission is built upon our values—integrity, discipline, reliability, excellence and social responsibility—which have guided us since 1945 and continue to serve us and our customers well. Mutual of America Financial Group is the trade name used by Mutual of America Life Insurance Company and its affiliates. For more information, visit mutualofamerica.com, and connect with us via Facebook and LinkedIn.

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SOURCE Mutual of America Financial Group