Home > MEMBERS - Retirement Products for Your Business

The Right Retirement Plan Starts with the Right Retirement Partner

We understand the complexity of offering and maintaining a retirement plan to your employees. When it comes to your plan, we have two main goals. First, we try to be the best at helping your employess successfully reach a financially secure retirement. Second, we strive to make offering our plans an enjoyable experience for employers.

Sophisticated plan design and investment options.

  • Smart plan design customized to meet your organization’s needs

  • An investment menu built by a leading third-party registered investment advisor designed to help your employees invest wisely

  • Strong fiduciary support with an option to have a national Board of Trustees accept fiduciary responsibility for assets which reduces risks to your business

Simple to administer.

Guaranteed by more than 40 years experience.

  • Service more than 4,300 plans

  • 129,000 participants

  • $4.5 billion in plan assets (*12/31/2007)

Contact us for more information or a no-cost, no-obligation assessment of your current plan.

401(k) Retirement Plans Brochure

Choice 401(k) Plan Brochure

Trustee 401(k) Plan Brochure

Benefits for Your Website Brochure

Defined Benefit Retirement Plan Brochure

Roth 401(k) Plan Brochure
 

*401kexchange, 2008 Provider Ratings & Market Share Report, plans up to $1 million in assets and $1 million to $10 million in assets.
** Boston Research Group, 2008 DCP Plan Sponsor Satisfaction & Loyalty Study, plans with $5 million in assets or less.


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Insurance products are issued by CUNA Mutual Insurance Society. MEMBERS® Mutual Funds and MEMBERS® Variable products are distributed by CUNA Brokerage Services, 2000 Heritage Way, Waverly, IA 50677, Member, FINRA/SIPC.

For more complete information about any of the MEMBERS® Mutual Funds, or Variable products, including charges and expenses, obtain a prospectus from your representative.  Read it carefully before you invest or send money. Consider the investment objectives, risks and charges and expenses of the investment carefully before investing. The prospectus contains this and other information about the investment company.

MEMBERS® Mutual Funds and MEMBERS® Variable products are not deposits in, or obligations of, and are not guaranteed by, the credit union or other financial institutions and are not federally insured.



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