NEW YORK — UNFCU Financial Advisors and Pentegra Retirement Services announced a new alliance that will allow Pentegra to offer plan sponsors and participants the financial advisory services of the CUSO, a division of UNFCU Financial Services LLC, a wholly owned subsidiary of $2.5 billion United Nations Federal Credit Union.
The alliance gives UNFCU FA access to a full array of qualified and non-qualified retirement plan services such as 401(k), traditional pension plans or executive benefit plans that the international CUSO will offer to its clients anywhere in the United States.
"The alliance provides great synergy and is part of our overall business strategy to best serve our members/customers with complementary capabilities, said Steve Ryerson, president of UNFCU FA, which provides credit unions, private companies, nonprofit organizations and their boards with retirement planning services and insurance products.
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Gwen Burroughs, senior vice president and chief marketing officer of Pentegra, said, "The relationship with UNFCU furthers our commitment to delivering premier retirement services to credit unions"
Last year, NAFCU Services, a wholly-owned subsidiary of NAFCU, selected Pentegra as its Preferred Partner for 401(k) and pension plan services.
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