This is a working AI agent that handles retirement plan questions, IRA and annuity support, account access, distributions, and beneficiary management for Mutual of America participants.
Ask it anything about retirement plans, IRAs, account access, distributions, investment options, or beneficiary updates. It has real knowledge, real workflows, and real guardrails.
Built around real participant and plan sponsor scenarios that your support team handles every day.
Answers questions about 401(k), 403(b), 401(a), and 457(b) plans, contribution limits, enrollment, and salary deferrals with knowledge base precision.
Explains Traditional, Roth, Rollover, Managed, and Inherited IRAs plus Flexible Premium Annuities with clear, compliant information.
Walks participants through My Account registration, password resets, locked accounts, and portal features step by step.
Guides participants through RMDs, hardship withdrawals, plan loans, and rollovers while respecting security boundaries for actual transactions.
Helps with beneficiary updates for life events like marriage, divorce, birth, job changes, and handles sensitive situations like death of an account holder.
Built-in guardrails prevent the agent from giving investment advice, tax advice, or processing sensitive financial transactions without proper verification.
This demo was built from scratch for Mutual of America. Real logic for real scenarios.
Pulled Mutual of America's plan types, IRA products, distribution rules, and account policies into the AI's knowledge base.
Created participant-specific workflows for plan inquiries, IRA support, account access, distributions, and beneficiary management.
Configured financial regulatory guardrails to prevent investment advice, tax advice, and unauthorized transaction processing.
Ran 250 simulated participant conversations across happy paths, edge cases, and adversarial scenarios at ~83% pass rate.
Connected to your actual participant data. Handling your real support volume. This sandbox is just the start.
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