CREDIT UNION SERVICES
 
Employee 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
  • Comprehensive employee communications program

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.

To learn more, please contact:
Willis Reed
Vice President
212-324-3905
wreed@unfcuadvisors.com
Steve West-Rosenthal
Group Head Insurance
347-686-6608
swest-rosenthal@unfcuadvisors.com


 
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