Plan Member Services - Planning your future...today.

Mutual, Inc.

Mutual Inc. is part of an exclusive network of PlanMember Financial Centers that distribute the PlanMember Services Program across the country.

One of the biggest challenges we face in life is to plan successfully for retirement.

The first step is to make saving and investing a personal priority. Next, find a trusted advisor who can deliver investment solutions with sound guidance. The Mutual Inc. Advisors can help you get on track to planning for retirement, no matter where you are today. We have clients at every stage of life, from just starting out to mid-career and living in retirement. Click to contact an advisor and get started.

Employers face unique challenges when it comes to finding a retirement plan that meets the needs of their employees.

As a PlanMember Financial Center, Mutual Inc. offers retirement plan solutions to nonprofit employer groups. The PlanMember Model Plan gives educators access to broad investment choices through unique programs with different features, flexibility and service levels. We help school districts and other nonprofit employers stay in compliance with retirement plans that reduce administrative burdens and help retain good employees.

Call Mutual Inc. at (631) 467-2211 to learn more.