Retirement Services - Frankenmuth, MI - Member Investment Center

Retirement Plan Services

We Partner with You

Your company's benefits package is one of the most important tools to show employees that you are invested not only in their wellness, but in their future too.

The Member Investment Center located at Frankenmuth Credit Union offers a comprehensive Retirement Plan Solution. Bringing over 25 years of experience in the Qualified and Non-Qualified Plan industry, our team can assist plan sponsors through the complex requirements.

Our Process

We get to know you and your employees to assess the goals and objectives of the plan.

We offer customized capabilities with a local Advisor and extensive industry experience.

What We Do

Fiduciary Support

Our Team will assist you with the process of establishing a Fiduciary Committee and documenting guidelines for its actions.

Plan Expense Benchmarking

We will help you with the due diligence process by

reviewing and benchmarking your plan.

It is recommended that you benchmark your plan every 3-5 years to ensure plan fees are reasonable based on the services provided.

Plan Design Assistance

We review and discuss plan design options based on Plan Sponsor goals and objectives, as well as employee demographics.

Employee Education

Group and One-on-One education is offered to your employees, along with Retirement Planning Tools available via a participant website.

Investment Review

We provide information to assist the Plan Sponsor in review of investment options for suitability.

This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

Meet Our Team

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