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).
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CUNA Mutual Group and Cuna Mutual Group are marketing names for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries, and affiliates. CPI Qualified Plan Consultants, Inc. and CMFG Life Insurance Company are subsidiaries of the CUNA Mutual Holding Company. 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 financial professional.
CMFG Stable Value is an unallocated deferred fixed group annuity contract issued by CMFG Life Insurance Company, located in Madison, Wisconsin (Base Contract Form #2009-DA). The Group Annuity Contract is only offered for sale to qualified retirement plans and is available in all states. After the initial guaranteed interest period, interest rates may be adjusted quarterly and are credited daily. The stated interest rate represents an annual interest rate and may not have been adjusted to reflect plan administration, transaction or contract fees. There are no penalties assessed by CMFG Stable Value for benefit payments or other withdrawals taken by participants prior to contract termination. This contract is subject to a market value adjustment if the plan terminates the contract and elects a lump sum distribution, which may result in a payout of less than 100% of principal and interest credited. Guarantees are based on the claims-paying ability of the insurer. The investor should carefully consider the risks of the contract before allocating any amounts to the contract. Exchanges between CMFG Stable Value and any available fund can be made any business day. CMFG Stable Value interest is credited daily.