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Retirement Solutions

Experienced Advice and Customizable Programs

You have direct access to our dedicated specialists who average 17 years of experience exclusively focused on credit union retirement plans.* Take advantage of professional guidance and flexible options to help meet your program goals—and help your employees save enough for retirement. What are you interested in?

 

401(k) Plans Pension Plans
401(k)  Pension

The CUNA Mutual Group Difference

You can count on us to help in delivering better retirement outcomes for your employees.

 

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Benefits for you:

  • Mobile app and online tools to make retirement planning convenient for employees
  • Variety of options that can be customized based on your credit union and employee unique goals
  • Insightful advice on plan investments that are optimal for credit union portfolios
  • Clear fee structure with automatic cost reductions as your plan grows

 

As the trusted credit union provider, you can be confident we’re always looking out for your best interests and the best interest of your employees.

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CUESolutions Platinum Provider CUNA Mutual Group has partnered with CUES as an industry expert for Executive Benefits, Pre-Funding and Retirement Solutions. 


*CUNA Mutual Group internal data, April 2016. CUNA Mutual Retirement Solutions is a division of CUNA Mutual Group and the marketing name for CPI Qualified Plan Consultants, Inc., a CUNA Mutual Group member company. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuity insurance products are issued by CMFG Life Insurance Company, located in Madison, Wisconsin. Each insurer is solely responsible for the financial obligations under the policies and contracts it issues. Securities distributed by CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 866.512.6109. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by the financial institution. Representatives offer retirement and investment education but do not provide investment, legal or tax advice. Participants are encouraged to consult their own advisors.
By providing the information herein, CMFG Life Insurance Company and affiliates (“CMFG Life”) is not undertaking to provide impartial investment advice or to give advice in a fiduciary capacity. You should know that CMFG Life has a financial interest in the Guaranteed Account/Stable Value Account (“Guaranteed Account”), a group annuity contract that pays a fixed rate of interest (the declared interest rate is subject to change by the insurer from time to time) and the Group Variable Annuity (“GVA”), a group annuity contract exempted from Securities and Exchange Commission registration that invests in funds for which investment performance can vary. The Guaranteed Account is issued by CMFG Life and represents financial obligations of the CMFG Life general account; CMFG Life invests the assets of its general account in a manner consistent with its obligations as a life insurer. General account investment returns are also a source of revenue to cover the company’s operating expenses, tax obligations and return on capital. The company’s interest in the opportunity to generate earnings through its general account investment activity is significant and gives rise to a financial interest on the part of CMFG Life in identifying the Guaranteed Account to your plan. The GVA is issued by CMFG Life and utilizes a separate account with underlying subaccounts that are separate from the CMFG Life general account. The assets of the separate account are available to cover CMFG Life general liabilities to the extent that the separate account’s assets exceed its liabilities arising under the GVA contracts. CMFG Life also has a financial interest in providing services to plans, as CMFG Life receives fees for those services. The nature of that financial interest is represented by the cost of those services.
CMRS-1480346.1-0416-0518

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