SEG+

Does your credit union provide Select Employee Group (SEG) benefits?
Today’s employers are turning to their credit union SEG relationships to provide their business and employees with a full suite of financial benefits. Our SEG+ Program is a simple way to offer credit union partners retirement plans, health savings accounts, and personal financial advice. As part of program management, our team partners with your credit union to design and implement a solution that complements any existing SEG offering. The program is free to your credit union and generates recurring non-interest fee income.

Financial Benefits Designed for your SEG Partners

Retirement Plans
Modern & affordable retirement plan offerings specifically designed for small / mid size businesses and non-profits.​
Health Savings Accounts (HSAs)
A triple tax advantaged health & benefit account solution to help employees manage medical expenses.
Personal Financial Advice
​Financial planning & investment management for SEG employees.
At Credit Union Wealth Group, we understand that each of your SEG relationships are unique. We partner with your team to design a program tailored to the specific needs of employer groups - whether they are businesses, government agencies, associations, non-profits, and/or contractors. Our goal is to serve as a seamless extension of the credit union’s services.

Designing Your Program

Retirement Plans

Our retirement plan solution is designed to provide businesses and nonprofits with hassle free and affordable plans, regardless of their size. Our bundled solution encompasses all essential retirement plan components including record keeping, administration, custody, technology, and investment management. ​Whether a SEG has an existing retirement plan or not we can help them better understand and explore their options.
​A variety of retirement plan options to help your SEGs meet their retirement plan needs.
401(k)  |  SEP-IRA  |  Payroll Deducted IRA  |  403(b)
Customizable plan services include:
  • Plan Design
  • 3(38) Advisory Services
  • Direct Payroll Integration​
​
  • Digital Onboarding & Dashboard
  • Dedicated Financial Advisors & 401(k) Success Manager
  • 3(16) Fiduciary Administration

Health Savings Accounts (HSAs)

Our HSA solution allows SEGs that offer a High Deductible Health Plan (HDHP) to provide their employees with Health Savings Accounts (HSA). Our partner platform encompasses all essential HSA components including administration, custody, technology, and investment management.
​​Features of our HSA solution include:
  • Carrier Agnostic
  • Simple Enrollment
  • Investment Options
  • Participant Education​
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  • Digital Portal
  • Debit Card
  • Support

Personal Financial Advice

Our dedicated financial advisors are available to provide personalized 1:1 advice to all SEG employees & help them navigate life events and invest towards their future. Employees have access to their own investment and planning portal.
Help SEG employees address a wide range of considerations in every stage of their career.
Plan: Design a financial roadmap based on their priorities and goals.
​Invest: Invest with goal & risk based managed portfolio(s). ​
Stay on Track: Update & revise plans as needed. Access guidance for budgeting, debt management, student loans, cash management.

Program Benefits

​For Your SEGs
  • ​Attract and retain employees
  • Easily offer additional benefits 
  • Educate and empower employees to have confidence in their finances 
  • Potential tax saving advantages of retirement plans & HSAs
  • Accessible benefits for all employees
For Your Credit Union
  • ​Attract and retain members
  • Enhance the value proposition of your SEG program
  • Realize additional recurring non-interest revenue
  • Boost member loyalty
  • Bundle investing and banking benefits
  • Defend against capital flight
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Contact
(888) 212-9940
​​support@cuwgroup.com
Investment services provided by Polaris Financial, LLC doing business as Credit Union Wealth Group. Polaris Financial, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.  
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. 
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