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CUNA Now Offering Unbundled Recordkeeping Service


MADISON, WI, May 10, 2017 -- CUNA Mutual Retirement Solutions is now accepting proposals for its new unbundled recordkeeping services designed for the Third Party Administrator (TPA) market.

Financial advisors can continue to work with their favorite third party administrator (TPA) while experiencing all CUNA Mutual Retirement Solutions has to offer. The firm features a true open architecture platform, award-winning service, an outcome-focused participant experience and technology designed for ease of plan management, according to Paul Chong, senior vice president, CUNA Mutual Retirement Solutions.

"The demand for an unbundled solution for the TPA market has been great from our advisor base. They like our plans and services and want to work with their TPA, so this is a natural fit. We're very excited to grow this business," Chong said.

CUNA Mutual Retirement Solutions recently hired TPA industry veterans Bill Riccio and Stacey Scott to lead its relationship management efforts in the TPA market.

About CUNA Mutual Retirement Solutions

CUNA Mutual Retirement Solutions designs simple and practical retirement programs that help hard-working Americans save for the future. For more than 50 years, it has been a leading provider of qualified and nonqualified retirement solutions delivering service excellence and customer-focused, best-in-class products. With nearly $18 billion in assets under administration and more than 6,700 retirement plans in place, the company is helping more than 330,000 hard-working Americans save for the future. Its products, tools and resources work together to help achieve better employee outcomes measured at the plan and participant levels. More information is available at www.cunamutualrs.com.


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