Cuna Mutual Life (aka: Cuna Mutual Life) - General Status
Cuna Mutual will be exiting the 403(b) market as of 2009. They will continue to maintain any existing 403(b) accounts but will not accept any contributions after the end of 2008. CUNA mutual will therefore not be entering into any ISA with TPA's or other interested parties.
Cuna Mutual Life has provided this PDF documentation: View / Download
Cuna Mutual Life (aka: Cuna Mutual Life) Web Homepage
Cuna Mutual Life Homepage may be accessed here .
Click the link(s) below for information on Cuna Mutual Life investment products:
Click the link(s) below for information on the fees associated with Cuna Mutual Life accounts:
403(b) Investment Options
Cuna Mutual Life offers the following type(s) of 403(b) investment option:
Roth 403(b) Contribution Policy
Cuna Mutual Life does NOT accept Roth 403(b) contributions.
Investment products of Cuna Mutual Life are marketed using the following approaches:
- End of List Declared by Cuna Mutual Life
Helpful Employee Resources
Cuna Mutual Life has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Cuna Mutual Life provides a weblink to us, we'll post it here immediately.
Active in Other CCC Employer 403(b) Plans
To see which other CCC Employers hold Active Payroll Slots with Cuna Mutual Life, please visit our General Cuna Mutual Life Page.
Vendor Page Maintainance
Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.
Cuna Mutual Life (aka: Cuna Mutual Life) - RCC Status
To Be Determined
Cuna Mutual Life Plan Number
When contacting Cuna Mutual Life or its local contacts, have ready your RCC - Cuna Mutual Life PLAN OR GROUP NUMBER: To Be Determined
When contacting Cuna Mutual Life or its local contacts, you may require the RCC EIN: 930591783
RCC Local Contacts
Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Cuna Mutual Life on RCC list of authorized vendors.
Request Additional Information from Cuna Mutual Life
Contact Cuna Mutual Life directly if you have additional questions about Cuna Mutual Life products or services.
Information Sharing Agreement, If Applicable
Cuna Mutual Life has NOT signed any Direct Information Sharing Agreement with RCC or any Umbrella Information Sharing Agreement with CCC. Consequently, Cuna Mutual Life is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into RCC 403(b) accounts.
Employer Minimum Contribution
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
Cuna Mutual Life
does not require any monthly contribution amount
Vendor Forms and Online Submissions Links
Cuna Mutual Life has not provided copies of or links to any Vendor Forms. Please contact Cuna Mutual Life to request any forms you might need.
RCC Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the RCC 403(b) Plan and much more on the RCC Information Page, available by clicking here.