Deals and People

Retirement Industry People Moves

By Javier Simon | August 04, 2017
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FIS Partners with CUNA Mutual

FIS announced a new contract to provide recordkeeping, data processing and operational processing for plans working with CUNA Mutual Retirement Solutions.

As part of the multi-year agreement, CUNA Mutual will have access to the FIS OMNI platform, which will be leveraged as part of a new initiative called PlanOnTarget.  

The program will provide CUNA Mutual’s adviser partners, plan sponsors, third-party administrators and participants with enhanced recordkeeping, reporting, and data management capabilities. A redesigned website and mobile application is also part of the effort.  

Paul Chongsenior vice presidentCUNA Mutual Retirement Solutions, says this initiative will allow the firm to focus on its strengths, invest in resources to create a customer experience that differentiates it in the market, and reinforce its long-term commitment to the retirement business.

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