Total Benefits Pre-Funding
Health Insurance premiums have risen nearly 60% in the last 10 years.1As healthcare expenses continue to rise and investment returns remain low, it can be challenging to pay these and other employee benefits costs.2 With this customizable Total Benefits Pre-Funding program, you’ll have a proven way to help offset benefits expenses using expanded investment options. Then you can offer a comprehensive benefits package to recruit and retain the staff you need to meet your strategic goals
Benefits for You
- Potentially higher returns using non-Section 703 investments, otherwise deemed impermissible by NCUA, to help you pay for your benefits expenses
- Investment advice from our knowledgeable, experienced specialists to serve your best interests
- Customizable plan design, featuring multiple, non-proprietary funding options (Opens in new window) and an open-architecture platform to best meet your credit union’s unique goals
- Comprehensive monitoring and compliance support from a fully licensed Executive Benefits team to assist your due diligence efforts
Why wait? Join more than 1,200 credit unions whose non-Section 703 assets are already managed by CUNA Mutual Group.3
Don't Just Hear It from Us
CUNA Mutual Group has the money managers we needed. We didn’t want to use our internal resources that did not have expertise in the stock market…they just make it easy.
Robert Zearfoss, CFO
Randolph-Brooks Credit Union
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- Charitable Donation Account
- Executive Benefits Plans
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How compliant is your benefits funding program?
Learn how to use the online NCUA Examiner Guide to create a robust, safe employee and executive benefits funding program.
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