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.
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).