UNFCU| Financial Advisors

Domestic Benefits

We will help you select and implement cost-effective benefit plans that meet your business goals and employee needs. Our benefit consultants will create a customized service plan for you that clearly defines the guidance and support you'll receive, such as:

• Plan review, design and marketing
• Renewal analysis
• Carrier/vendor negotiations and selection
• Pre-renewal estimates for strategy and budget planning
• Plan performance reports
• Plan performance reports

We also will help you save considerable time and money by providing assistance with many administrative tasks. All of our services are delivered with the personalized, proactive attention you deserve. They include:

• Strategic Financial Program
• Compliance Sessions and Benefit Attorney
• Patient Advocate Program
• Legislative Compliance and Marketplace Updates
• Employee Benefit Plan Survey
• Internet / Intranet support and online benefits administration

International Benefits

In today's global economy, many credit unions, large and small, have locations outside the U.S. or provide coverage for employees assigned or deployed overseas. We will assist you in planning, developing and implementing international benefit programs, including global retirement plans. We have years of experience in working with the benefits of Expatriates and local nationals for those you hiring non-US Citizens.

Retirement Plans

Establishing and maintaining an excellent employee retirement plan is a highly desirable goal but often challenging to accomplish. An attractive program helps attract quality employees to your organization, maintain good morale and reduce employee turnover. As an SEC Registered Investment Advisor, UNFCU Financial Advisors is ideally equipped to offer assistance in the development of retirement plans.

Our service delivery model is very flexible and we will work with you to design a program that is customized to your needs. Additionally, our focus on the retirement planning needs of employees and members has led to the creation of innovative programs such as Retirement Solutions™.

Offering a retirement plan that appeals to your organization and its employees requires more than picking "off-the-shelf" products — which may fall short of your expectations and have high or hidden costs -- or selling you a single family of funds that have no range of choices. We provide cost-efficient retirement-plan services that are designed for you and your employees.

Your employees could benefit from our commitment, resources, and experience to establish a retirement plan, such as a 401(k) or Defined Benefit plan for your team, or 457's or Executive Compensation plans for your key employees.

Fidelity & Surety Bonds

Our risk management staff of experts has over fifty years of combined experience in assisting financial institutions with Fidelity Bond coverage. As an advisor, we can assist you with the purchase of a Financial Institution Bond that more than satisfies the required regulations and your due diligence.

Commercial Property & Casualty

As a companion to most Bond packages, insuring your building, branches and contents is of equal importance. With a thorough assessment of your operations, we will determine the policy that is best suited for your operations. Since we are brokers, not agents, we work with a variety of companies to find appropriate coverage and pricing that is in your best interest.

To learn more, please call 1-212-324-3900, or email info@unfcuadvisors.com. Office hours Monday-Friday 8AM-5PM EST.