Executive Benefit Solutions¹

Dedicated to the credit union experience

We’re committed to partnering with credit unions like yours to provide solutions that serve your unique needs. TruStage is built on decades of collaboration with the credit union movement, identifying what leadership teams need and how to stay within compliance and regulatory rules.

Total Benefits Pre-Funding

Charitable Donation Account

Leadership continuity

Help retain your C-Suite and future leaders

Losing an executive can be costly. Partner with a provider who can collaborate with you to help deliver solutions that meet the personalized needs of your current and emerging leaders, as well as the strategic goals of your organization. Our comprehensive program draws upon our deeply rooted understanding of credit union financial management and years of navigating multitudes of industry and market changes.

Types of executive benefits plans

Tailor your executive benefit plans to support your credit union’s succession planning goals.

Executive Bonus Plan

Discover how a custom Executive Bonus Plan can deliver personalized and scalable supplemental executive retirement plans to attract and retain your current and future leaders.

Split-Dollar Life Insurance

Enhance executive compensation through a cost-effective Split-Dollar Life Insurance policy that can flex to address the individual needs of leaders and changing economic environments.

457(f) plan

Stay competitive with banks and other organizations through a 457(f) plan that provides your executives with no IRS contribution limits, customizable payouts and more.

Total Benefits Pre-Funding

Offset your employee benefits costs to meet your strategic and financial goals.

Charitable Donation Account

Increase your charitable giving to causes that matter most to your leaders, employees and members while strengthening your bottom line.

The TruStage difference

Uncover how our consultative model can deliver win-win benefits to meet the unique needs of your leaders and organization. Choose us as your long-term partner for executive benefits, employee benefits pre-funding and charitable donation accounts.

Read the insights for credit union leaders and learn more about succession planning and executive benefits industry trends.