Making it simple for executives to retire on their terms
Providing a 457(b) Plan offers a valuable, additional benefit for your leaders, while helping to protect your credit union against nondiscrimination test failures and related penalties.
- Can be offered in addition to a 401(k) plan to help you attract and retain key leaders
- Hand pick the executives you want to participate to support your leadership continuity plan
- Choose who makes contributions—your credit union, executive or both
Leverage our deep institutional knowledge of employee benefits and credit union financial management.
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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.