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 benefits are 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, these benefits 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. These SEG benefits are available, though not a required component of the wealth management program.

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Financial Benefits 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.

Designing Your Program

At Credit Union Wealth Group, we understand that each of your SEG relationships are unique. We partner with your team to design features 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.

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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:

. Digital Onboarding & Dashboard
. Direct Payroll Integration
. 3(38) Advisory Services
. Plan Design​

. 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​

​

​. 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.

Advantages

​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