Let our more than 85 years of experience and holistic, supportive approach work for you. We deliver capabilities that larger markets have long enjoyed, and extend them to the smaller organization, with a focus on helping put a brighter financial future and retirement within reach for more hardworking employees.
We specialize in delivering high-touch, personalized service to small and midsize organizations:
For Cuna Mutual Group, that means partnering with you to provide more than plans and recordkeeping services. Every organization has unique needs, and we offer plan types and options to meet yours, including:
Rely on our guidance, resources, communication and educational tools to help support plan and participant success. Count on us to stay close so together, we’ll continue to meet the evolving needs of sponsor organizations, participants, financial professionals and Third Party Administrators.
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-6478175.1-0324-0426