MADISON, Wis.-CUNA Mutual Group is offering one- and two-day workshops in April and May at various locations nationwide for credit union defined contribution and defined benefit retirement plan administrators. The workshops, which will be free, will use a "how to" approach on such things as form completion, determination of contribution amounts and dealing with withdrawal requests, so that CUNA Mutual can respond more quickly to plan design issues. "The easier we can make it for plan administrators to maintain their qualified plans, the better job we can do servicing their plans," said Linda Growney, assistant vice president of pension client services. "We're not trying to transfer the burden. We're trying to give plan administrators answers so they can deal directly with employees." Workshops will be taught by regional CUNA Mutual Pension consultants who work with CUs. The manual to be used will be published on CUNA Mutual's Web site at www.cunamutual.com this summer, and will be updated regularly. Registration forms were mailed to plan administrators in late January. For information, call the pension response center at (800) 999-8786.
CUNA Mutual Group plans spring workshops
Comments
Resource Center
View All »How Enterprise Software Helps Financial Services Firms Improve Efficiency and Reduce Costs
This white paper describes how enterprise software solutions, when built on a flexible and adaptable technology platform, can help financial services firms streamline workflows, consolidate...
Getting Ready for IFRS
This white paper describes how your company can make the transition to IFRS in a timely and cost efficient manner as well as what your...
