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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

Help Your Employees Reach Their Retirement Goals.

It's time for a different approach to retirement plans.  One that Redefines Retirement.

What makes us different from other retirement plans is that our "outcome-based" approach puts the true retirement target - each retirement plan participant's individual goals - first.

Our outcome-based retirement programs offer you:

  • Wide variety of investment choices and plan types
  • Our exclusive RetireOnTarget® system helps your employees make informed decisions. View our RetireOnTarget video
  • Education and communication designed to guide your employees through informed decision making
  • Plan design customized to meet your organization's needs
  • Self-service website view demo
  • Automatic and online plan features
  • Top-rated service and support resources

Backed by more than 50 years of experience CUNA Mutual and it's subsidiaries:

  • Service more than 7,500 plans
  • 370,000 participants
  • Over $12.7 billion in plan assets (*12/31/2010)

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

  • Ranked number one for effectiveness in helping employees reach their financial goals for retirement**
  • Ranked number one for being easy to do business with**
  • Highest ranked in partnering effectively and understanding your customer needs**

**Boston Research Group, 2011 DCP Plan Sponsor Satisfaction & Loyalty Study, plans with assets under $5 million.

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
  • Plan Administrator and Participant educational 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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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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© CUNA Mutual Group 2012