CUNA Mutual Offers Unbundled Recordkeeping Services

CUNA says advisers can market its outcome-focused services and work with their favorite TPA provider.

CUNA Mutual Retirement Solutions is now accepting proposals for its new unbundled recordkeeping services designed for the third-party administrator (TPA) market.

Financial advisers can continue to work with their favorite TPA while experiencing all CUNA Mutual Retirement Solutions has to offer. The firm features an open architecture platform, an outcome-focused participant experience and technology designed for ease of plan management, according to Paul Chong, senior vice president, CUNA Mutual Retirement Solutions.                        

“The demand for an unbundled solution for the TPA market has been great from our adviser base.  They like our plans and services and want to work with their TPA, so this is a natural fit.  We’re very excited to grow this business,” Chong says.

CUNA Mutual Retirement Solutions recently hired TPA industry veterans Bill Riccio and Stacey Scott to lead its relationship management efforts in the TPA market.

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