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Cuna Mutual Life

This Vendor Page has not been approved by Cuna Mutual Life,
but the information provided should be useful to you.

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 Landing Pages

Product and Fee Information

Click the link(s) below for information on Cuna Mutual Life products:

Marketing Information

Investment products of Cuna Mutual Life are marketed using the following approaches:

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.


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

RCC Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

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

RCC 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 .

403(b) Investment Options

Cuna Mutual Life offers the following type(s) of 403(b) investment option:

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact Cuna Mutual Life to request your form.