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CUNA Mutual Group's retirement plan receives high rankings

MADISON, Wis. - CUNA Mutual Group came in first place in client satisfaction for its plan administration/record keeping in the small-retirement-plan marketplace by 401kExchange, a Web-based source of research and information for the 401(k) qualified plan industry. Approximately 160 credit unions with total plan assets under $1 million and 32...

By Staff Writer | Updated on February 19, 2002

<p>MADISON, Wis. – CUNA Mutual Group came in first place in client satisfaction for its plan administration/record keeping in the small-retirement-plan marketplace by 401kExchange, a Web-based source of research and information for the 401(k) qualified plan industry. Approximately 160 credit unions with total plan assets under $1 million and 32 credit unions with $1 million to $10 million in plan assets were surveyed by 401kExchange on the quality of CUNA Mutual’s fund management and plan administration/record keeping of their retirement plans. CUNA Mutual earned a 4.22 rating on a 5-point scale for credit unions with plans under $1 million in assets. The company also ranked second in client satisfaction as a fund manager with a 4.16 rating out of the 130 fund managers. The company manages more than 5,000 pension and 401(k) plans for credit unions nationwide and is the 12th largest retirement plan administrator in the country. More than 89% of CUNA Mutual plan sponsors have less than $1 million in total plan assets.</p>

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