50 % 326 aged % 326 aged (b) Participant Webinar. *CUNA CEO Total Compensation Survey EXBEN A

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Letitia Perry
8 years ago
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1 457(b) Participant Webinar EXBEN A CUNA Mutual Group Proprietary Reproduction, Adaptation or Distribution Prohibited CUNA Mutual Group % 326 aged % 326 aged *CUNA CEO Total Compensation Survey

Prohibited CUNA Mutual Group 2012 2 50 % 326 aged 60-64 50 %

2 Who we are Who we are Jan Onnen Kelly Griego Executive Benefits Service Consultants 5 6 Housekeeping Housekeeping 7 8 2

3 If you need anything, call What we will provide today Executive Benefits Sales & Service extension 1035 Monday Friday 8 AM CST 5 PM CST 9 10 What we will provide today What we will provide today The basics The basics 457(b) resources

2644 extension 1035 Monday Friday 8 AM CST 5 PM CST 9 10 What

4 What we will provide today What we will provide today The basics 457(b) resources What to do when there is a separation from service The basics 457(b) resources What to do when there is a separation from service Catch-up Contributions What we will provide today The basics 457(b) resources What to do when there is a separation from service Catch-up Contributions Follow up survey

separation from service Catch-up Contributions 13 14 What we will provide today The basics 457(b)

5 Contribution limit Pre-tax contributions

6 Vesting Vesting Immediately Vesting Immediately Investments Vesting Immediately Investments Self directed

7 Vesting Immediately Investments Self directed Credit Union Asset Vesting Immediately Investments Self directed Credit Union Asset corresponding liability for your benefit Vesting Immediately Investments Self directed Credit Union Asset Corresponding liability for your benefit Limited in-service distributions Vesting Immediately Investments Self directed Credit Union Asset Corresponding liability for your benefit Limited in-service distributions Financial hardship

Asset Corresponding liability for your benefit Limited in-service distributions Vesting Immediately Investments Self

8 457(b) resources What 457(b) resources (b) resources What 457(b) resources

9 What 457(b) resources What 457(b) resources Variable Annuities Variable Annuities Fixed Annuities What 457(b) resources What 457(b) resources Variable Annuities Fixed Annuities Variable Annuities Fixed Annuities

com Variable Annuities Fixed Annuities 33 34 com Variable Annuities Fixed Annuities

10 Separation from Service Separation from Service Executive Benefits Sales & Service extension 1035 Monday Friday 8 AM CST 5 PM CST Separation from Service Separation from Service Date of separation Date of separation Marital status Executive Benefits Sales & Service extension 1035 Monday Friday 8 AM CST 5 PM CST Executive Benefits Sales & Service extension 1035 Monday Friday 8 AM CST 5 PM CST

of separation Date of separation Marital status Executive Benefits Sales & Service 800.356.

11 Separation from Service Separation from Service Date of separation Marital status Distribution options Date of separation Marital status Distribution options Paperwork sent to you Executive Benefits Sales & Service extension 1035 Monday Friday 8 AM CST 5 PM CST Executive Benefits Sales & Service extension 1035 Monday Friday 8 AM CST 5 PM CST What you will receive What you will receive

Service 800.356.2644 extension 1035 Monday Friday 8 AM CST 5 PM CST Executive Benefits Sales & Service 800.

12 What you will receive What you will receive Benefit Option Election Benefit Option Election Multiple distribution options What you will receive What you will receive Benefit Option Election Multiple distribution options Paperwork for ALL options Benefit Option Election Multiple distribution options Paperwork for ALL options Return to Executive Benefits

Option Election Multiple distribution options Paperwork for ALL options Benefit Option

13 When you receive the money When you receive the money Gross Amount When you receive the money When you receive the money Gross Amount Run through payroll Gross Amount Run through payroll Participant receives paycheck

14 When you receive the money When you receive the money Gross Amount Run through payroll Participant receives paycheck Participant receives W When you receive the money Catch-up Contributions 1099 XXX

paycheck Participant receives W-2 1099 53 54 When you

15 Catch-up Contributions Catch-up Contributions 3 65 XXX XXX Catch-up Contributions Your questions XXX XXX 3 years Age 65 Our answers

16 Leave on this note Disclosure Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. Executive Benefits Sales & Service extension 1035 Monday Friday 8 AM CST 5 PM CST Investors should consider the investment objectives, risks, and charges and expenses of Mutual Funds carefully before investing. The prospectus contains this and other information about the investment company. To obtain a prospectus, please contact your Financial Advisor, call, toll-free, x1035, or visit our web site at execben.cunamutual.com. Investors should read the prospectus carefully before investing

Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution.

The Institutional 401(k) Program. Providing expert advice and fiduciary protection in an uncertain world.

The Institutional 401(k) Program Providing expert advice and fiduciary protection in an uncertain world. You Can Get Advice from Anyone. How confident are you in the source? When you decided to offer a