CUNA Enhances Tech Offerings for Advisers

The new PlanOnTarget initiative gives CUNA’s adviser clients new digital capabilities including self-service dashboards and enhanced analytics.

CUNA Mutual Retirement Solutions has launched a new business expansion called PlanOnTarget.

Advisers working with CUNA now have access to an online summary of their books of business as well as enhanced analytics. They will also have access to self-service dashboards designed to ease plan management through benchmarking and plan design. The dashboard can also be used to measure retirement readiness, as well as financial and investment performance. 

PlanOnTarget also brings new offerings to plan sponsors and third-party administrators. Plan sponsors will see a revamped and more intuitive website. Through a few clicks, they can add employees and approve withdrawals.

PlanOnTarget is part of an ongoing multi-million dollar investment in CUNA Mutual Retirement Solutions’ digital capabilities. It follows the January launch of the BenefitsForYou mobile app.

On August 3, it was announced the company had contracted with FIS to provide recordkeeping, data processing and operational processes for CUNA Mutual Retirement Solutions’ retirement plans, as part of the PlanOnTarget initiative.

“We are expanding the same industry-leading technology used to deliver our participant-focused programs, such as RetireOnTarget and providing it to plan sponsors and advisers,” says Paul Chong, senior vice president, CUNA Mutual Retirement Solutions. “Our ongoing investment in our digital capabilities only reinforces our long-term commitment to the retirement business.”

The new technology is now available and included with new plans at no additional cost.

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