96% of pension plans serviced by CUNA Mutual Retirement Solutions are funded at 100% or more.*No one wants their retirement plan to run out of money, but coming up with funding strategies in an increasingly uncertain financial environment can be a challenge. This program gives you direct access to our actuaries, who can help you design your plan. Plus you’ll get insightful options that leverage your tax-exempt status and help reduce costs.
Program Options to Support Your Desired Involvement
It can be difficult and time consuming to stay on top of regulatory changes, while managing risk from market volatility and increasing expenses. Choose the program that fits your desired level of involvement.
- “Turnkey” Trustee Plan allows you to share responsibility and delegate investment decisions
- “Customizable” Institutional Plan allows you to design your own program and approach to co-fiduciary protection, while receiving professional advice
Not sure which option is right for you? Compare plans(Opens in a new window).
It's easy to see why nearly 80% of all credit union pension plans are managed by CUNA Mutual Group.* No matter which options you choose, you can count on a plan that helps you optimize your program's design and funding strategy.
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CUNA Mutual Group has partnered with CUES as an industry expert for Executive Benefits, Pre-Funding and Retirement Solutions.