CUNA Mutual Retirement Solutions Joins The Retirement Advisor Council

East Granby, CT –November 13 2017 – We are pleased to announce CUNA Mutual Retirement Solutions has joined the Retirement Advisor Council as part of our Service Provider College.

CUNA Mutual Retirement Solutions is one of 19 service providers on the Council. The company will be represented by Chris Phillips, Director of Institutional Sales.

“CUNA Mutual Retirement Solutions is very excited to be joining the Retirement Advisor Council. Much like the Council, at CUNA Mutual Retirement Solutions it has always been our mission to help participants achieve successful retirement outcomes, on their terms. We look forward to partnering with some of the top Retirement Advisors, Practice Leaders and Investment Managers in the business to take our industry to new heights,” said Chris Phillips, Director of Institutional Sales.

It is CUNA Mutual Retirement Solutions’ mission to recognize the powerful human story of the service and accomplishments of hard-working Americans, and help them meet their challenge in achieving a secure retirement. To do this, the firm provides an array of practical retirement solutions that deliver the personal attention, customer-focused resources, and guidance needed to help real people save for the future and live retirement on their terms. CUNA Mutual offers recordkeeping services focused on true open architecture, simple and full fee transparency, while delivering fee levelization by being revenue neutral. The firm’s website and app tools simplify plan management and help ensure participants’ success. At the center of the company’s outcome-focused approach is our comprehensive educational platform. When it comes to adequately saving for the future, plan participants either get it right or they don’t. That’s why CUNA Mutual equips them with the right knowledge and tools to help them set and stay on target with their goal.

About the Retirement Advisor Council

The Council advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment firms and asset managers, and defined contribution plan service providers. The Council accomplishes this mission by its focus on:

  • Identification of duties, responsibilities and attributes of the professional retirement plan advisor.
  • Sharing our professional standards with plan sponsors who are responsible for the success of their plans.
  • Providing collective thought capital to decision makers, product providers, legislators and the public.
  • Giving voice to the retirement plan advisor community.
  • Tools to evaluate advisors, ensuring the quality of services needed for successful retirement outcomes.

Learn more about CUNA Mutual Retirement Solutions at www.cunamutualrs.com

Learn more about the Council at www.retirementadvisor.us

 

Learn more about the Retirement Advisor Council at www.retirementadvisor.us