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RetireOnTarget®
Online Planning Tool

Help your employees save enough to retire with confidence.

Preview the New RetireOnTarget.

RetireOnTarget on BenefitsForYou.com

More than 50% of 401(k) assets in the U.S. are managed by advisors who don’t specialize in retirement.* 

Chances are, the majority of your employees are also unaware of how much they need to save. Take advantage of our extensive resources to help your employees plan for a better retirement outcome. You can also tap into our team of experienced professionals—exclusively focused on retirement plans and looking out for your credit union’s best interests.

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Tools to Help Guide Your Employees

  • ClearDirection® Diagnostic Reports provide metrics to let you know if your employees are saving enough.
  • Participant Detail Reports show you which employees to target for education or assistance.
  • RetireOnTarget® mobile-friendly retirement planning system helps your employees see how much they should save for retirement—and provides an individualized plan if they’re not saving enough.
  • Investor Guidance Center provides your employees with a team of licensed representatives to call for guidance and service, such as assistance rolling over other retirement assets.

 

Plus, your employees who are near or already living in retirement can use RetiredOnTarget—an enhanced level of guidance and education including online classes, videos, articles and calculators.

 

Program Options to Support Your Desired Involvement

With increasing government scrutiny on retirement plan investments and fees, managing your plan today may take a lot more time. Choose the program that fits your desired level of involvement.

 

Not sure which option is right for you? Compare plans.

 

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



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

1Report: “‘Brother-in-law’ dabblers are giving 401(k) ground slowly to specialist in $1.3 trillion market,” RIABiz, September 17, 2015. 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.

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