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Mutual of America is a mutual company that provides retirement services and investments to employers, employees and individuals. It is headquartered in New York City and has a history of philanthropy and community partnership awards.
Ameriprise Financial is a diversified financial services company and bank holding company based in Minneapolis, Minnesota. It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning.
Columbia Management Group was an investment advisor and sponsor of mutual funds that merged with Threadneedle in 2015. It was founded in 1962 in Oregon and acquired by Ameriprise in 2009.
The top 10% of American households by net worth had an average of $1.29 million in their retirement accounts in 2022, according to the Federal Reserve’s Survey of Consumer Finances.
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Sun Life Financial is a public company that offers life insurance, financial planning, asset management and other services in Canada and internationally. Founded in 1865 in Montreal, it moved its headquarters to Toronto in 1978 and has a history of expansion and diversification.
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