Employee financial well-being and retirement readiness are not one-size-fits-all. That’s why Cuna Mutual Group takes an individualized approach using a wide variety of investment solutions, plan types, and technologies that make our plans simpler to manage for sponsors and participants alike. Find the plan offerings your organization needs:
Look for a comprehensive and flexible selection of plan types and services to support your goals, and ensure compliance with secure record keeping, identity protection, fiduciary support and more.
Pensions are a highly valued employee benefit. Increasing costs, changing regulatory requirements and market volatility can make it challenging to maintain a defined benefit plan. Explore how our investment, actuarial and administrative services can make a difference.
Improve the power and overall impact of your executive compensation programs by including long-term incentives to motivate and retain executives and key employees and help meet their retirement goals.
To find a reliable provider of pension risk transfer plans, look for demonstrated financial strength and a reputation for integrity—plus extensive experience administering and servicing annuities.
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-4560051.1-0322-0424