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Executive Benefits and Retirement Plan Services, Presented by CUNA Mutual Group
To help credit unions attract and retain talent, CUES has partnered with CUNA Mutual Group to offer Executive Benefits and Retirement Plan Services, Presented by CUNA Mutual Group. Designed with maximum flexibility in mind, the offerings allow organizations to remain competitive while watching their bottom line.
Each of CUNA Mutual Group’s executive benefits plans is based on an open architecture and comes with a specialist who will walk through a five-step process to create and implement an effective program. Depending on the needs and goals of your credit union, the plan may focus on one or more of the following programs:
- 457(b) Deferred Compensation Plan
- 457(f) Supplemental Retirement Plan
- Executive Split-Dollar Insurance
- Executive Bonus Plan
- Executive Long-Term Care Plan
- Executive Disability Plan
- Key Person Life Insurance
- Total Benefits Pre-Funding
In addition, CUNA Mutual Group’s top-ranked retirement planning services use a unique outcome-based approach to assist credit union employees in attaining a financially secure retirement. All programs include interactive online tools, enrollment meetings, education, and user-friendly quarterly statements. CUNA Mutual Group also provides superior fiduciary support, investment oversight, multiple plan platforms and a wide array of investment alternatives. Plan options include 401(k), defined benefit and cash balance.
For more information, complete an online interest form or call 800.356.2644, ext. 3272.
