Total Benefits Pre-Funding
Health insurance premiums have risen 47% in the last 10 years.1As healthcare expenses continue to rise and investment returns remain low, it can be challenging to pay these and other employee benefits costs. With this customizable Total Benefits Pre-Funding program, you’ll have a proven way to help offset benefits expenses using expanded investment options. Then you can offer a comprehensive benefits package to recruit and retain the staff you need to meet your strategic goals.
Key Features
- Customized plan design on an open architecture platform
- Expanded investment options (Opens in new window), including non-703 funds
- Due diligence and compliance support, including National Credit Union Administration (NCUA) regulatory administrative support
Why wait? Join more than 1,300 credit unions who have one or more CUNA Mutual Group Executive Benefits Plans.2
Leverage our deep institutional knowledge of employee benefits and credit union financial management.
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12021 Employer Health Benefits Survey, Kaiser Family Foundation, November 10, 2021.
2CUNA Mutual Group internal data, December 31, 2021.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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.
TBPF-1791454.4-0722-0824
