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457(f) Plan

Strengthening leadership continuity.

As more CEOs approach retirement, the need to retain and attract capable leadership has never been more critical. Providing a 457(f) Plan as a component of your executive compensation package can help you compete against banks and other institutions. Plan payouts are set by you and distributed upon vesting, helping you maintain the strategic leadership you need to succeed.

Benefits for You

  • Customize the payout amounts and funding solutions—without IRS contribution limits
  • Select payout options based on length of service, retirement, disability or other milestones to align with your retention goals
  • Rely on dedicated compliance support and monitoring, including a yearly review of your plan
  • Read an excise tax update for 457(f) Plans

Every situation is different. You can trust our non-commissioned specialists to help you tailor a plan that supports your leadership continuity goals. To request your no-cost consultation, call 800.798.0770, extension 665.8507.

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CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. 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 of or guaranteed by the credit union.
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