CUNA Mutual Retirement Solutions Enhances Technology
MADISON, WI, August 10, 2017 -- CUNA Mutual Retirement Solutions has launched PlanOnTarget™, a major business expansion that will provide advisors, plan sponsors and third-party administrators with enhanced technology capabilities, including an upgraded website and leading-edge recordkeeping and data management capabilities.
PlanOnTarget delivers several new efficiencies for advisors, such as an online summary of an advisor's book of business, easy navigation between plans and enhanced analytics. New self-service dashboards enable easier plan management, including benchmarking, plan design, retirement readiness, and financial and investment performance.
Plan sponsors will also see a cleaner and more intuitive website, making it easier to quickly manage their plan. Adding employees and approving withdrawals can be easily accomplished with just a few clicks. The data-driven program provides more robust reporting for advisors and plan sponsors.
PlanOnTarget is part of an ongoing multi-million dollar investment in CUNA Mutual Retirement Solutions' technology and digital capabilities and comes on the heels of the new BenefitsForYou mobile app released in January.
On Aug. 3, it was announced the company had contracted with FIS to provide recordkeeping, data processing and operational processes for CUNA Mutual Retirement Solutions' retirement plans, including PlanOnTarget.
"We are expanding the same industry-leading technology used to deliver our participant-focused programs, such as RetireOnTarget and providing it to plan sponsors and advisors," said Paul Chong, senior vice president, CUNA Mutual Retirement Solutions. "Our ongoing investment in our digital capabilities only reinforces our long-term commitment to the retirement business."
The new technology is now available and included with new plans at no additional cost.
For more information, visit www.cunamutualrs.com.
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 people 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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