Invest in your employees with Workplace Solutions

Workplace Solutions

Workplace Solutions helps your employees start their journey toward financial security and confidently pursue their retirement goals. As a financial professional, you’ll find a partner who understands your space, your opportunities and your clients' goals. As a credit union, business owner, non-profit or other organization, we help you design a retirement and/or executive benefits program that works to accomplish your strategic objectives. Mutual missions. Shared goals. Together, we can help all Americans work towards a better retirement on their terms.

Financial solutions to meet your needs

We’re ready to help you find the right solution for your organization. Our retirement and executive benefit solutions include various plan types, design and fiduciary flexibility, and personalized educational resources. Let’s work together to help build a better financial future for all.

Retirement Solutions

Our variety of retirement plan solutions are designed to meet the needs of plan sponsors and their employees.

Credit unions

Offer your employees a defined contribution program or defined benefit, including a variety of customizable options.

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Business owner, non-profit or other entity

Create a benefits program for employees and executives from our open architecture platform for 401(k), 403(b), 457(b), 409A and defined benefit cash balance plans.

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Looking to view your retirement account?

Executive Benefit Solutions¹ for credit unions

Tailor your executive benefits plan and funding solutions — including charitable donation accounts and pre-funding programs — to help meet the personalized needs of your entire leadership team and support strategic succession.

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Looking to view your executive benefits account?

Additional benefits and services

Whether you’re a credit union with the need for a defined contribution plan or a business owner looking to add a defined benefits plan, you’ve come to the right place.

Fiduciary investment advice

Available exclusively to credit unions. Reduce regulatory and business risk while meeting your fiduciary duty.

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Pension Risk Transfer

Finding a reliable provider for the transfer of your pension risk involves looking for financial strength and a reputation for integrity. Don’t forget to keep extensive experience with administering and servicing annuities in mind as well.

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About TruStage™

CUNA Mutual Group — now TruStage — was founded more than 85 years ago by industry leaders who were looking for an insurance and investment partner they could trust. For generations, we’ve helped credit unions, businesses, and hardworking Americans build financial security. We offer solutions so people can protect what’s important to them, whether it’s their lifetime achievements, their loved one, or both.

While we still play a part in the credit union marketplace, we’ve also expanded our solutions to meet the needs of consumers.

See our financial information