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Looking to manage your existing retirement plan? Click here to go to www.benefitsforyou.com.


BenefitsForYou App

BenefitsForYou App

Managing retirement plans has never been easier for employees.

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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.

 

For details, simply complete this Request Information Form or call your Sales Executive (800.798.0770).

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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.

CMRS-1480346.1-0416-0518