Help your credit union stay ahead

Credit union resources

We're here to help you ensure a brighter financial future is in reach for everyone. Optimize your executive benefits, funding solutions and retirement plan strategies with TruStage™ companies that have been deeply invested in the credit union marketplace for more than 85 years.

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Designed for credit unions

Help ensure a successful workplace solutions strategy

Our retirement and executive benefits programs are designed to meet industry financial management and compliance requirements. All while helping you attract, motivate and retain your team.

Retirement solutions

Defined contribution plans

Discover turnkey 401(k) retirement programs built to meet your credit union’s unique needs.

Institutional Program

TruStage™ Fiduciary Consultants offers investment research, due diligence and advice, bringing institutional sophistication to the credit union market with a track record of success. Depending on your relationship with us, discretionary and non-discretionary fiduciary consultant options are available. Our team of investment experts provides you with our best investment ideas for your plan.

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Multiple Employer Plans (MEPs)

Allow your credit union to join and scale with others while enjoying regular monitoring of your investment portfolio and investment decisions from Mercer Investment Consulting.

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Trustee Program

Focus on leading your credit union and leave the management to our independent Board of Trustees and experienced professionals.

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Defined benefit plans

Combine today’s best ideas with investment flexibility to support your client’s goals. Choose from two kinds of investment strategies to fund defined benefit plans with our institutional program. Risk-based model portfolios follow a total return objective, while our liability-driven investment strategies match the duration of investments with liabilities. Receive support every step of the way with investment research and due diligence, portfolio management, ongoing monitoring and advice from a team of industry experts.

Fiduciary investment advice

Tailor your relationship with us based on your needs with two different kinds of fiduciary service. As a nondiscretionary fiduciary advisor, you retain local control and need to provide us with written instructions for investment changes. This is best suited for clients with experienced and knowledgeable investment committees. We also offer discretionary fiduciary advisory services for clients who want to defer investment decisions directly to experts.

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Executive Benefit Solutions¹

Executive Benefit Solutions delivers personalized benefit programs to your current and emerging leaders, with expanded investment choices that also support your credit union's financial objectives. Partner with our team of specialists, who provide a deep-rooted knowledge of credit union financial operations and regulatory compliance.

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Expanded charitable giving opportunity

Build your credit union's brand image in the community and with your members by giving to those in need through a charitable donation account. While supporting your giving program, your credit union can also generate additional investment income from your charitable donation account.

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