Andrew Kohl
Participant Account Specialist @Mutual of America Financial Group
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WORK HISTORY
Participant Account Specialist @Mutual of America Financial Group
New York, NY, US
As a Participant Account Specialist, it is my job to educate and assist our clients in all aspects related to their employer sponsored retirement plan or individual retirement product. To do so, we provide on-site and virtual employee meetings/presentations in both group and individual settings. My assistance includes enrolling clients into their group plan or individual product, giving guidance on asset allocation, contributions, money types, rollovers, retirement readiness and plan provision education, general account reviews, etc.Specializing in the following products: Traditional IRA, Roth IRA, Rollover IRA, Inherited IRA, SEP IRA, SIMPLE IRA, Flexible Premium Annuity (FPA), 401(a), 401(k), 403(b), TDA, TSA, 457(b), 457(f)
EDUCATION
Towson University
Bachelor of Science - BS, Marketing
Ramapo College of New Jersey
Bachelor of Science - BS, Marketing
ABOUT ANDREW KOHL
I am currently a Participant Account Specialist for Mutual of America Financial Group. It is my responsibility to manage the retirement accounts we provide to ensure our clients financial freedom for the future.
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