A variety of retirement plan options to help your SEGs meet their retirement plan needs.
401(k) | SEP-IRA | Payroll Deducted IRA | 403(b)
401(k) | SEP-IRA | Payroll Deducted IRA | 403(b)
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. With educational services, seminars, webinars, digital tools, and personal guidance from financial advisors, SEG+ can help your partners and their employees go further in life and at work. 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. |
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. |
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:
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Features of our HSA solution include:
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Plan: Design a financial roadmap based on their priorities and goals.
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Invest: Invest with goal & risk based managed portfolio(s).
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Stay on Track: Update & revise plans as needed. Access guidance for budgeting, debt management, student loans, cash management.
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For Your SEGs
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For Your Credit Union
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Contact
(888) 212-9940 support@cuwgroup.com |