Introduction
CUNA Mutual Retirement Solutions
www.cunamutualrs.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #34 | $17,636 | |||
401(k) | $15,452 | |||
403(b) | $1,095 | |||
457 | $724 | |||
NQDC | $23 | |||
All Other | $342 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #38 | 259,163 | |||
<$10MM | 174,319 | |||
$10MM – $50MM | 71,500 | |||
>$50MM – $200MM | 12,098 | |||
>$200MM – $1BMM | 1,246 | |||
>$1B | 0 |
Service Offerings | |
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New client restrictions | No church or Indian tribe plans |
Multiple service models | No |
Offers corporate trustee services | Yes |
Internal ERISA counsel | 1 |
Will act as §3(16) fiduciary | Yes - via third party |
Participant Services | |
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Call center hours | Weekdays: 8 a.m. - 7 p.m. ET |
Online chat support | No |
Mobile app | Yes |
Managed account options | None |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | No |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | Yes |
Recordkeeping Platform Proprietary system; FIS Omni |
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*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |