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.
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)