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CREDIT UNION SERVICES
401(k) Advisory Services Plan Sponsors Offering a retirement plan that appeals to your company 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 offer 401(k) Advisory Services for companies, regardless of size and number of participants. 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:
We provide plan participants with practical and useful tools to help them maximize their investment with investment models, on-site education, and easy access to account information. The best investment plan in the world does nothing for employees if they do not have a clear understanding of the need and ways to plan for their retirement. Our employee education program is geared toward meeting the diverse needs of your employees, and is designed so that employees will not feel intimidated by a subject that may be unfamiliar. Let our team of experts support you and your participants! |