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Credit Unions
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BUSINESS SERVICES
Retirement Plan Services 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 company, maintain good morale and reduce employee turnover. As an SEC Registered Investment Advisor, UNFCU Financial Advisors is ideally equipped to assemble retirement plans for you. Our service delivery model is very flexible and we will work with you to design an advisory service 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 Income Solutions®. Products/Services
We provide cost-efficient retirement-plan services that are designed for you and your employees. We have developed a relationship with a third party record-keeper and administrator to provide affordable, flexible and customized 401(k)/profit sharing services. Your employees could benefit from our commitment, resources, and experience to establish a retirement plan for your business. UNFCU Financial Advisors offers independent investment advisory services to you as the plan sponsor. Included are the following services:
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