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The right plan for your business. Sophisticated. Simple. Guaranteed.
There’s a big difference between having a retirement plan and having the right retirement plan for your business. The right retirement plan should attract quality employees while saving you time and money in plan administration. It should be sophisticated, simple and guaranteed.
Sophisticated. Give your business a retirement plan as sophisticated as the largest plans, including objective investment recommendations from an independent, third-party, SEC-registered investment advisor.
Simple. Spend less time managing your plan with features such as a self-service website, automatic enrollment and our top-rated service support.
Guaranteed. We are so confident in our ability to deliver quality retirement programs to our clients that we guarantee service satisfaction with your plan.
We’ve put 40 years of experience into designing the right retirement plans for small- and mid-sized employers. With CUNA Mutual’s consultative approach to retirement plan design and services, you’ll have confidence that your obligations are met, your employees are happy and your retirement program can evolve and grow with your success.
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CUNA Mutual Group ranks #1 Fund Manager and #1 Plan Administrator in plans up to $1 million assets. In surveys conducted by 401kExchange since 1999, plan sponsors regularly rated CUNA Mutual Group #1 Fund Manger and Plan Administrator. Sponsors of plans with $1 million to $10 million assets also rate CUNA Mutual Group among the top-ranked providers.
- 401kExchange, 2007 Provider Ratings & Market Share Report
CUNA Mutual Group finished first overall in customers "Highest Overall 401(k) Plan Relationship Satisfaction" (91% very satisfied versus average of 72%), in "High Loyalty" (94% versus average of 72%), "Value for Cost" (71% very satisfied versus average of 45%) and "Recordkeeping Services"(88% very satisfied versus average 73%). In addition, CUNA Mutual ranked first in the following brand attributes:
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Partners effectively with you to meet the challenges of administering your 401(k) plan
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Understands the needs of your company and its employee population
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Easy to do business with
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Effective in helping participants reach their financial goals for retirement
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Has a well-known and respected brand among your employees
CUNA Mutual clients reported the highest percentage of employees participating in 401(k) plan (91%); and longest plan tenure on average --mean (14.8 years) and median (15 years) – among companies surveyed. This survey included 1,380 sponsors of plans with under $5 million in assets, measuring their satisfaction with 22 leading providers.
- Boston Research Group, 2008 DCP Plan Sponsor Satisfaction & Loyalty Study
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For a no-cost, no-obligation plan assessment, or just more information about how
CUNA Mutual can better serve your business, contact Retirement Plan Services at
877-345-GROW, option 3.
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