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Simple access to complex programs.
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CUNA Mutual's Executive Benefits Program is a highly consultative process using senior sales professionals to help credit unions design and implement a customized executive benefits plan. Executives can keep close watch of the status of their account with a few simple clicks.
User Requirements: Executive Benefits 457(b) and/or 457(f) policyholders.
Typical User: Credit Union Executive Plan Participants and/or Plan Administrators.
How will this help my credit union?
- Top executives have on-demand account information.
- Easy access promotes self-service.
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"We've saved over $250,000– the potential cost of losing our CEO– by implementing an attractive Executive Benefits Program with CUNA Mutual Group."
"With the help of CUNA Mutual, we've developed an executive recruitment package that saved us over $1,000,000 in fees if we'd have worked with another financial planning organization."
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To get access:
- Access to this online tool requires a UserID and Password.
- Forgot your password? Call 1-800-962-5465.
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