CRI Solutions offers employee retirement programs to match the specific needs of various credit unions and their employees with customizable features. CRI provides a full array of retirement plans that can be designed to utilize various profit sharing options.

Various plan features include:

• Dual vesting
  
• Roth 401(k)
  
• Catch-up contributions

CRI provides convenient ongoing consulting, support and automation to allow our credit union partners to easily manage their accounts.

Convenient Auto Functionality Features:

• Automatic rollover
  
• Automatic enrollment
  
• Automatic asset allocation and portfolio rebalancing

Ongoing Consulting & Support:

• Plan reviews
  
• Proactive plan amendments as needed to meet legislative requirements
  
• Facilitation of year-end regulatory testing
  
• Profit-sharing contribution design
  
• Same-day electronic contribution processing
  
• Eligibility tracking
  
• Vesting calculation
  
• Online access and distributions

To learn more about our retirement plan options, call 800-365-4925 x211.