Trustee Plan Management

Managing Your Plan Doesn't Have to Take All Your 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.

Trustee Plan Overview

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Leverage the Experience 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.

Additional Benefits

  • 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

To explore if this program is right for your organization, please contact us using the button below or call us at 800.356.2644.

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Cuna Mutual Group logo with blue background

While our brand is transitioning, our experience and stability as an organization remains the same.

  • 98%+ Retirement Plan Retention Rate
  • $20B+ Assets Under Administration
  • 300,000+ Employees Served

Trustee is the marketing name for the Trustee-directed investments including Collective Trust Investment funds and institutionally priced mutual funds.
Mercer Investment Consulting is a leading global provider of consulting, outsourcing and investment services with over 2,700 clients and 50 offices worldwide. Mercer provides advice, strategic guidance, reporting, and fiduciary oversight to its roster of international clients, including CUNA Mutual Group. Mercer meets with the Board three or more times a year to provide economic commentary, detailed investment reports, and guidance for the Board in making their investment decisions. References to Mercer shall be construed to include Mercer LLC and/or its associated companies.
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.
CMRS-1480361.5-0721-0823