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"CUNA Mutual Retirement Solutions has made a significant commitment to value-added training for our advisors and it has translated
into increased sales productivity. We appreciate their support and commitment to our firm as a true strategic partner."
Executive Vice President, Retirement Partners
At CUNA Mutual Retirement Solutions, it is our mission to recognize the powerful human story of the service and accomplishments
of hardworking Americans, and help them meet their challenge in achieving a secure retirement. To do this, we provide an array of
practical retirement solutions — that delivers the personal attention, customer-focused resources and guidance — needed to help real people
save for the future and live retirement on their terms.
1CRPC® is a registered service mark of the College for Financial Planning®
Our strategic fund family alliances provide much more than investment options. They provide consulting support, training and education for employees, sponsors and advisors.
Balance the need for investment income and security with the Guaranteed Account. This investment enables employees to diversify their retirement portfolio while providing consistent returns.
In order to help employees save more for retirement, they need help. And with the right information you can provide real-time feedback and
encouragement to employees, letting them know if they’re on track and what to do if they’re not. The Consultant Access Portal (CAP) helps
simplify plan management by providing you the ability to efficiently and effectively monitor activity and build targeted communications
for participants to increase their engagement and success.
CAP Login Access
For help navigating this website, please call 800.279.9916 ext. 847.3274, Monday through Friday, 8 AM to 5 PM CT.
Matrix RetireTool(k)it® provides complimentary access for all of your mutual fund research needs. RetireTool(k)it is a third-party tool provided by Broadridge/Matrix Financial Solutions which helps with the selection of any daily traded funds for your retirement plan. Quarterly fund performance reporting is also available to assist you with the important task of ongoing due diligence and monitoring.
Our customers strongly preferred Matrix RetireTool(k)it over the Mutual Fund Query research tool capabilities so we have decided to make RetireTool(k)it available to all our customers. We retired the Mutual Fund Query on February 7, 2014.
If you would like a tour and/or obtain login access, please contact our employee solutions team to help get you started. Please call 800.279.9916, ext. 847.3274 to schedule a tour or email EducationSolutions@cunamutual.com.
Retirement plan advisors are at the center of our training and development programs. You will benefit from comprehensive marketing support
and turnkey solutions designed to enhance efficiencies and increase production. Following are two exclusive opportunities to help you
optimize your business: