renee shew

vice president, national

About

Mutual of America has specialized in providing retirement products and related services to organizations and their employees for over 65 years. As a mutual company, we do not have stockholders and are not publicly traded. We operate solely for the benefit of our customers, managing the Company for their long-term interest, rather than for the short-term demands of stockholders. Since 1945, Mutual of America has remained committed to its Mission to offer plan sponsors and participants carefully selected, quality products and services at a competitive price and the personal attention they need to help build and preserve assets for a financially secure future. Integrity, prudence, and reliability are the values that have guided us since our inception and that continue to serve us well. Retirement Plans underwritten include: * Defined Contribution * 401(k) & 403(b) including Roth * 401(a) Profit Sharing * 403(b) Tax Deferred Annuity * Section 457(b) Deferred Compensation * Simplified Employee Pension (SEP) For more information, please visit us at mutualofamerica.com.

Country

united states

City

washington

Industry

financial services

Skill

retirement planning, strategic financial planning, employee benefits, pensions, 401k, erisa, asset allocation, annuities, defined benefit, ira's, investment strategies, compliance, benefits administration, financial planning, fixed annuities, retirement, financial services, insurance, management, investments, finance, portfolio management

Experience

vice president, national

financial analyst

halcyon financial advisors

2000-4 - 2001-7 · 1 yr 4 mos

Before transitioning to Mutual of America, I was a Financial Analyst for a financial planning firm called Halcyon Financial Advisors. As a Financial Analyst, I worked with high net worth clients to build financial portfolios that included estate, investment management and retirement planning. I also established insurance needs, cash flow management policies and worked with clients on when to buy and sell employer stock options. I was responsible for the preparation of quarterly account statements, researching individual stocks for purchase and preparing reports.

vice president, national accounts

mutual of america

2017-1 - 2017-1 · 1 mo

Mutual of America has many unique, long-term relationships that are nationally broad-based Non-Profit Organizations and For-Profit Companies. Using large economies of scale, Mutual of America is able to support an Alliance, National Trade, Professional or State Association with the opportunity to enrich their membership benefits and services offered to their Members, Chapters, Agencies, Councils and/or Affiliates in the form of group and individual retirement planning services. Enhancing these membership packages can attract new members, improve overall group purchasing power, drive up membership revenue, deepen membership experience, increase loyalty, boost name-branding, heighten business connections and the sharing of ideas and best practices. Moreover, Mutual of America’s financial services & support strengthen the plan sponsors’ group retirement plan benefits package offered to its employees, which many other retirement plan carriers fail to deliver.

Education

robert morris university

communications

1995-1 - 1999-1 · 4 yrs 1 mo

Series 6, 63. Life Health and Variable Annuity Licenses Registered in DC, MD, VA Achieved the Chartered Retirement Plans Specialist (CRPS) designation Achieved the Certified Employee Benefits Specialist (CEBS) designation Activities and Societies: * Dale Carnegie Leadership Development Program, 2008 * Landmark Education Program, 1996 * Studied at the Alliance Francaise, Paris France in 1994