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NON-PROFITS
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 credit union, maintain good morale and reduce employee turnover. As an SEC Registered Investment Advisor, UNFCU Financial Advisors is ideally equipped to offer assistance in the construction 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 EZRetirementSolutions™. 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. To learn more, please contact:
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