IRA Solutions

Member Services for Vermont Credit Unions

Individual Retirement Accounts

We are pleased to partner with CUNA Mutual Group to offer Vermont credit unions access to one of the finest IRA programs in the country. There is a wealth of opportunity in the IRA world for credit unions, but there is also a high level of complexity. Strong consumer interest and rapidly changing rules and regulations can make IRA administration a very difficult task. Member questions can be complex and compliance can be a real chore.

Enter the partnership of your League with CUNA Mutual Group. Together, we offer all the service and support your credit union needs for traditional, Roth and Coverdale (education) IRA programs. Add to that your ability to select a method of IRA administration that perfectly suits your credit union and it's easy to see why this is one of the very best programs that you can offer to your members.

To customize your program, choose from three administration levels and two delivery methods:

	Fully-Administered programs provide complete support at every level and feature delivery either by Internet or through conventional "paper processing".
	Self-Administered programs also feature Internet or paper delivery, but rely on more administrative involvement on your part, utilizing the tools provided by CMG.
	A third option allows your credit union to selectively pick and choose from among all of CMGs IRA services. This "A La Carte" approach gives true customization to your program and allows you and your staff to take on as much or as little of the administrative duties as desired.

Complete details on all of these administration levels and delivery methods is available from CUNA Mutual Group's website. Alternately, you can contact your CMG Account Relationship Manager at 1-800-333-2644.

	Support by Phone
	Complete support is available during normal business hours Monday through Friday at 1-800-356-9140. A Voice Mail system makes this option available 24/7 as well ... just leave a message and a specialist will return your call during the next business day. Click here for a complete list of Contact Extensions