457(f) Plan

Strengthening leadership continuity

As more CEOs approach retirement, the need to retain and attract capable leadership has never been more critical. Providing a 457(f) Plan as a component of your executive compensation package can help you compete against banks and other institutions. Plan payouts are set by you and distributed upon vesting, helping you maintain the strategic leadership you need to succeed.

Key features

  • Customize the payout amounts and funding solutions — without IRS contribution limits
  • Select payout options based on length of service, retirement, disability or other milestones to align with your retention goals
  • Rely on dedicated compliance support and monitoring, including a yearly review of your plan
  • Read an excise tax update for 457(f) Plans

Leverage our deep institutional knowledge of employee benefits and credit union financial management.

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Cuna Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries, and affiliates. CMFG Life Insurance Company is a subsidiary of the CUNA Mutual Holding Company. Certain insurance products may be offered by CUNA Mutual Insurance Agency. Each insurer is solely responsible for the financial obligations under the policies and contracts it issues.

Securities and advisory services, when presented, are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Certain insurance products may be offered through LPL or its licensed affiliates. Registered representatives of LPL offer products and services as part of the executive benefits plans at CUNA Mutual Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of CMFG Life Insurance Company or CUNA Mutual Group. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.