CRI Solutions and Transamerica Retirement Services are working together to provide the best retirement plan solution for your credit union. We also provide convenient ongoing consulting, support, and automation to allow you to easily manage your account.

A well-designed retirement plan, using our consultative approach, not only contributes to your credit union’s value, but it also creates a high level of employee appreciation, and offers you a tool to recruit and retain employees.

Program Highlights Include:

• Dual Vesting
  
• Roth 401K
  
• Catch-up Contributions
  
• A Flexible Investment Menu
  
• Interactive, Online Retirement and Investment Planning Tool
  
• On-site Employee Education Meetings
  
• Tips to Help Optimize Employee Savings and Investment Strategies
  
• Tax Savings Through Deductible Contributions
  
• Unique Fiduciary Planning Kit, including a detailed workbook
  
• Quarterly Statements

To learn more about our retirement plan options, call 800-365-4925 x211.