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Tools and Resources   Refreshing Tools and Resources .

401(k), 401 (k)

401k and Retirement Plans Tools and Resources

“We were looking for flexibility, professional advice, and guidance. CUNA Mutual Group has always been an exceptional partner, and the review process showed they were on top of their game. After reviewing all our options, we know we’re in a great spot.”

Michael L'Ecuyer CEO
Bellwether Community Credit Union
Manchester, New Hampshire
$284 million assets; 20,312 members 

401K testimonial

overview

Sophisticated. Simple. Guaranteed.

Sophisticated plan design and investment options

  • Wide variety of investment choices and plan types
  • Recommended by a third-party registered investment advisor
  • Smart up-front plan design customized to meet your organization's needs.

Simple to administer

  • Self-service website
  • Automatic and online plan features
  • Top-rated service and support resources
  • Guaranteed Service Satisfaction

Backed by more than 40 years experience

  • Service more than 4,300 plans
  • 129,000 participants
  • $4.5 billion in plan assets (*12/31/2008)

Rated as one of the country's top retirement plan providers

  • Rated #1 by 401kExchange in categories for Recordkeeping/Administration and Investment Services*
  • Rated #1 by Boston Research Group in the following categories: "Overall 401(k) Plan Relationship Satisfaction," "Value for Cost," and Recordkeeping Services."**

*401kexchange, 2008 Provider Ratings & Market Share Report, plans up to $1 million in assets and $1 million to $10 million in assets.
**Boston Research Group, 2008 DCP Plan Sponsor Satisfaction & Loyalty Study, plans with $5 million in assets or less.

features

Our comprehensive solutions include everything you need to build and maintain a successful retirement program:

  • Record-keeping services
  • Tax reporting services
  • Investment options
  • Fiduciary reviews
  • Participant education resources
  • Full website support

details

For more information or a no-cost, no-obligation assessment of your current plan, contact your sales representative.

Learn more about our Retirement Plan Service options

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Email Link

401k and Retirement Plans Contact Us

401k and Retirement Plans Contact Us

401k and Retirement Plans Contact Us

800.999.8786, #1 or email
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