Institutional Retirement Plan

Monitoring and Guidance to Help You Optimize Your Portfolio

Does your retirement plan have an experienced investor on hand? You can customize this Institutional Plan to help you optimize your plan and control fees, while helping your employees prepare for a financially healthy retirement.

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Get the Expertise You Need

You remain in command of your retirement program with trusted guidance from a team of experienced professionals. You choose the level of assistance you need, based on your unique situation.

Benefits for You

  • Customizable options. Either choose the “do it for me” or the “help me do it” approach for co-fiduciary protection and fund selection including index and actively managed funds
  • Portfolio reporting and oversight using CUNA Mutual Fiduciary Consultants, who continually monitor the industry, report on your fund lineup, and provide you with due diligence documentation for examiners
  • Unbiased investment advice using a prudent process

We always look out for your best interests. If you have questions or want to schedule a no-cost, no-obligation review, simply contact us using the button below or call your Sales Executive (800.798.0770).

Want to talk with us about this product?

Thomas F. Brock, Vice President of Altra Credit Union

Altra Grows with CUNA Mutual Retirement Solutions

Learn how CUNA Mutual Retirement Solutions has supported Altra Federal Credit Union.

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Managing retirement plans has never been easier for employees.
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.