Pre-Purchase Analysis of Investments for Employee Benefits


The National Credit Union Administration (NCUA) requires a pre-purchase analysis before you buy investments to fund any type of employee benefits plan. The analysis should be conducted to help ensure your credit union and board of directors understands the risks, rewards, and unique characteristics of the investments.

Download our nine-step checklist to help you with a comprehensive, effective pre-purchase analysis.


Pre-Purchase Analysis of Investments for Employee Benefits thumbnail

Complete this short form to download the checklist.

Proprietary insurance is underwritten by CMFG Life Insurance Company. Proprietary and brokered insurance is sold by CUNA Mutual Insurance Agency, Inc., a wholly owned subsidiary. This insurance is not a deposit and is not federally insured or guaranteed by your credit union. For more information, contact your Executive Benefits Specialist at 800.356.2644. Representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, 2000 Heritage Way, Waverly IA 50677, toll-free 866.512.6109. Insurance and annuity products are sold through CMFG Life Insurance Company. Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations for guaranteed by the credit union.
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