Employee Benefits

In a time of increasing government oversight, market fluctuation and high employee turnover, it is critical to align your credit union with a strategic partner when offering employee retirement plans and benefit packages.    As a resource to Human Resources, our team understands fiduciary responsibility, compliance and transparency.  Our team goes beyond the cookie cutter approach to employee benefits and position clients to compete for top talent with an optimized and cost effective program.


Advantages to Credit Union

  •   DOL  compliant
  •   Risk assessment
  •   Creative benefit strategies
  •   Helps to attract and retain top talent


Advantages to Employee

  • Exposure to Financial Professionals
  • Quality product availability at a competitve price
  • Retirement Planning
  • Provides a competitive compensation package