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Trustee Plan Management

We Do It for You

Managing a retirement plan doesn’t have to take a lot of time. You can use our turnkey solution—with a team of experienced professionals to oversee your retirement plan investments. We focus on helping your employees achieve a financially secure retirement, so you can focus on leading your credit union.

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Get the Professional Help You Need

An independent Board of Trustees, with investment advice from Mercer Investment Consulting, selects and monitors funds to ensure your plan consistently uses prudent investments and has reasonable fees.

Benefits for You

  • Get better value with the buying power of our combined assets to access low-cost institutional share classes (typically unavailable to smaller plans)
  • Reduce your risk with co-fiduciary protection and our carefully selected, continually monitored funds
  • Delegate due diligence with our records maintenance and ongoing due diligence

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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  • Institutional Plan Management
  • Trustee Plan Management
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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.
CMRS-1480361.4-1217-0120