The relationship is another example of CUNA Mutual Retirement Solutions' long-term commitment to helping advisors be more successful in their practices and better serve the retirement needs of their clients.
Changing market dynamics and evolving regulations have led many plan sponsors and plan advisors to consider outsourcing alternatives to ensure they fulfill their fiduciary responsibility.
ERS' Fiduciary Advantage™ delivers innovative fiduciary protection to the retirement plan marketplace. Powered by technology, institutional-caliber research and an experienced staff of investment professionals, ERS helps enhance the plan sponsor/plan advisor relationship with fiduciary support and regular investment monitoring.
"We believe ERS will deliver the level of customization advisors expect, along with an integrated platform that will bring both value and ease of use," said
ERS uses both qualitative and quantitative criteria, and its proprietary ERS SCORE™ (Style, Cost, Organization, Risk and Execution) methodology, to examine prospective financial products to ultimately provide a workable subset of investments.
"CUNA Mutual Retirement Solutions' central objective is to improve outcomes for advisors, plan sponsors and their participants, and we believe our Fiduciary Advantage™ is a strong complement to their mission," said
About CUNA Mutual Retirement Solutions
CUNA Mutual Retirement Solutions designs simple and practical retirement programs that help hard-working Americans save for the future. For more than 50 years, it has been a leading provider of qualified and nonqualified retirement solutions delivering service excellence and customer-focused, best-in-class products. With nearly
More than 52,000 advisors and 2,500 companies including: 16 of the 20 largest
CUNA Mutual Retirement Solutions is a division of
Securities distributed by
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