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The Financial Wellness of Your Employees and Credit Union

Listen to the webinar Financial Wellness for your Employees and Credit Union.

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Discovery Conference 2018, August 16
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401k Retirement Plans

56% of Americans have NOT calculated their retirement income needs.1Chances 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.

Tools to Help Guide Your Employees

  • BenefitsForYou App gives your employees the ability to monitor their retirement accounts anytime, anywhere, allowing them to see their 401k and any other retirement savings plans from their BenefitsForYou.com(Opens in a new window) account.
  • RetireOnTarget®(Opens in a new window) retirement planning system on BenefitsForYou.com(Opens in a new window) that 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(Opens in a new window) provides your employees with a team of licensed representatives to call for guidance and service, such as assistance rolling over other retirement assets.
  • ClearDirection® Diagnostic Reports provide metrics to let you know if your employees are saving enough.

Plus, your employees who are near or already living in retirement can use Start Retirement on BenefitsForYou.com(Opens in a new window)—an online program of guidance and education including classes, videos, articles and calculators specialized for near-retirees and retirees.

Program Options to Support Your Desired Involvement

With increasing 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(Opens in a new window).

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CUESolutions Platinum ProviderCUNA 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.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.
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