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FINANCIAL_SERVICESAPPROVED

Southwestern Wisconsin Community Action Program Board of Directors AgendaPacket 2026-05-28

Board Approves 401(k) Plan with Mutual of America

Grant CountyMUTUAL OF AMERICA LIFE INSURANCE COMPANYMay 28, 2026

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Description

The Southwestern Wisconsin Community Action Program board approved adoption of a 401(k) plan with Mutual of America Life Insurance Company under an Exclusive Services arrangement. Mutual of America will provide administrative and investment services for the organization’s retirement plan.

Contract Details

Vendor

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

Agency

Grant County, WI

Contract Type

FINANCIAL_SERVICES

Document Date

May 28, 2026

Renewal Info

Initial establishment of 401(k) plan and Exclusive Services arrangement; renewal and termination terms will be detailed in the Service Agreement, not included in the agenda packet.

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