Administration 2017-03-28T10:44:20+00:00

Administration and Recordkeeping…

Retirement plans need to run smoothly. We get it, and from the start, Wisconsin Select was built with ease-of-use in mind. That’s why we’ve partnered with Wisconsin’s top-rated administrators to offer plan sponsors best-in-class service at a reasonable and fair cost.

The credentialed team at CUNA Mutual Retirement Solutions who has been in the retirement business for over 50 years, has over 6,700 employer-sponsored plans in-force, 260,000 participants served, and $16.2 billion in assets under administration.

It is the mission of CUNA Mutual Retirement Solutions to recognize the powerful human story of the service and accomplishments of hardworking Americans, and partner with financial advisors to help them meet their challenge in achieving a secure retirement. To do this, CUNA Mutual Retirement Solutions provides an array of practical retirement solutions to help real people save for the future and live retirement on their terms.

CUNA Mutual Retirement Solutions is a division of CUNA Mutual Group and the marketing name for CPI Qualified Plan Consultants, Inc., a CUNA Mutual Group member company. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuity insurance products are issued by CMFG Life Insurance Company, located in Madison, Wisconsin. Each insurer is solely responsible for the financial obligations under the policies and contracts it issues. Securities distributed by CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 866.512.6109. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by the financial institution. Representatives offer retirement and investment education but do not provide investment, legal or tax advice. Participants are encouraged to consult their own advisors.

Founded in 1988 in Green Bay, Pension Inc. oversees all administrative functions of defined contribution plans, including 401(k), cross-tested and age-based profit sharing, safe harbor opportunities, and cash balance plans. Our flexible investment solutions allow our sponsors and partners to select the investment platform best suited for a client plan.

We work proactively to prevent plan administrative problems. We offer customized plan designs that are tailored to help meet the goals of plan sponsors and participants. We are always focused on efficiency and compliance. Our role as fiduciary—a role many competing firms aren’t willing or able to undertake—helps limit plan sponsor liability (in select plan arrangements). Because we live in an age of retirement plan scrutiny and litigation, every plan needs transparency of fees and services and reliable and accountable oversight. And Pension Inc. delivers.

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