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Executive Benefits Program and Retirement Plan Solutions, Presented by CUNA Mutual Group

Executive Benefits Program and Retirement Plan Solutions, Presented by CUNA Mutual Group provide first-class options when your board seeks new executive benefits and retirement planning services. Designed with maximum flexibility in mind, their offerings allow organizations to remain competitive and compliant while watching the bottom line.

Executive Benefits Program

CUNA Mutual Group has over 200 plan design and funding options to help meet your credit union’s unique needs. Executive benefits specialists will work closely with your team to create a plan with incentives designed to keep top performers at your credit union. The plan may focus on one or more of the following:

  • 457(b) Deferred Compensation Plan
  • 457(f) Supplemental Retirement Plan
  • Split-Dollar Insurance
  • Executive Bonus Plan
  • Key Person Life Insurance
  • Executive Long-Term Care Insurance
  • Executive Disability Plan

Retirement Plan Solutions

CUNA Mutual Group’s innovative 401(k) and pension retirement plans focus on helping employees achieve a secure future, with services including:

  • RetireOnTarget® guidance
  • Plan sponsor profiles
  • Behavioral-based investment lineups

Learn More

For more information, complete the interest form below, call 800.356.2644, ext. 665.3272; or email PandS@cues.org.

Online Interest Form

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