CUNA Mutual Group
Credit unions rely on CUNA Mutual Group to design benefits plans that attract and retain their executives and employees, and are tailored to help meet their strategic goals. For more information, visit https://www.cunamutual.com/products/executive-benefits or https://www.cunamutual.com/products/retirement or call your CUNA Mutual Group Sales Executive at 800.356.2644.
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Executive Benefits Program
Ensure continuity of your leadership with a comprehensive, competitive executive benefits program, with a variety of plan and funding options, including:
- Deferred Compensation with 457(b) and 457(f) Plans
- Insurance-Based Executive Benefits
- Total Benefits Pre-Funding
- Charitable Donation Accounts
CUNA Mutual Retirement Solutions
Innovative 401(k) and pension plans help your employees enjoy a financially secure future, with program features including:
- RetireOnTarget®, an online retirement tool that automatically prepopulates employee data, so it’s quick and easy to use.
- ClearDirection® Diagnostic Reports to keep you informed on your plan and your employees’ progress.
Industry Thought Leadership
- New Tax Reform and the Impact on Executive Benefits Expenses, an Interview with John Pesh
- Answer the Deferred Comp ‘What-ifs’
- Signs There May be Holes in your Executive Benefit Plan
- Still Important to Heed Proposed 457 Rules
- A 7-Point SERP Checklist
- Financial Wellness for your Employees and Credit Union
- Split-Dollar Plans: Tools for Retention
- Keep Turning the Hourglass
- Avoiding Executive Retirement Savings Challenges
- Top Trends in Retirement Education at Credit Unions
- Protect Your Investment in Top Execs
- Charitable Donation Account and Benefits Pre-Funding Basics
- Financial Wellness for your Employees and Credit Union
- New Exam Requirements: How the NCUA Will Access Your Exposure to Risk
- It's Day 1 of Retirement: Are Your Employees Ready
- Due Diligence Pays Off for Hudson Valley Federal Credit Union
- Pushing 401(k) Participation
- 'Tis the Season of Giving to Others - and to your Bottom Line - CUES member login required.
- 457(f) Plans Help CU Keep Key Execs
- TruNorth FCU Closes Benefits Gap
- Financial Wellness
- Financial Distress
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