Pension plans
Cuna Mutual Group services nearly 80% of credit union pension plans1No one wants their retirement plan to run out of money, but coming up with funding strategies in an increasingly uncertain financial environment can be a challenge. This program gives you direct access to our actuaries, who can help you design your plan. Plus you’ll get insightful options that leverage your tax-exempt status and help reduce costs.
Program options to support your desired involvement
It can be difficult and time consuming to stay on top of regulatory changes, while managing risk from market volatility and increasing expenses. Choose the program that fits your desired level of involvement.
- “Turnkey” Trustee Plan allows you to share responsibility and delegate investment decisions
- “Customizable” Institutional Plan allows you to design your own program and approach to co-fiduciary protection, while receiving professional advice
Not sure which option is right for you? Compare plans(opens in a new window) (Opens in a new window).
No matter which options you choose, you can count on a plan that helps you optimize your program's design and funding strategy.
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While our brand is transitioning, our experience and stability as an organization remains the same.
- 98%+ Retirement Plan Retention Rate
- $20B+ Assets Under Administration
- 300,000+ Employees Served
1Cuna Mutual Group internal data, July 2021.
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.
CMFG Stable Value is an unallocated deferred fixed group annuity contract issued by CMFG Life Insurance Company, located in Madison, Wisconsin (Base Contract Form #2009-DA). The Group Annuity Contract is only offered for sale to qualified retirement plans and is available in all states. After the initial guaranteed interest period, interest rates may be adjusted quarterly and are credited daily. The stated interest rate represents an annual interest rate and may not have been adjusted to reflect plan administration, transaction or contract fees. There are no penalties assessed by CMFG Stable Value for benefit payments or other withdrawals taken by participants prior to contract termination. This contract is subject to a market value adjustment if the plan terminates the contract and elects a lump sum distribution, which may result in a payout of less than 100% of principal and interest credited. Guarantees are based on the claims-paying ability of the insurer. The investor should carefully consider the risks of the contract before allocating any amounts to the contract. Exchanges between CMFG Stable Value and any available fund can be made any business day. CMFG Stable Value interest is credited daily.
CMRS-1480335.5-0722-0824
