Credit Union Program (CU)
The Credit Union (CU) Program enables credit unions with in-house data systems to utilize the trustee powers of Concentra for delivering a full range of registered products to your membership. Concentra retains legal liability for the operation of the program. The CU Program includes specimen plan registration and amendment, complete legislative and support manuals, assistance with legislative interpretation and problem resolution, liaison with regulators, and designated representative training.
Eligible registered products include:
  • Credit Union Retirement Savings Plan (CURSP)
  • Credit Union Retirement Income Fund (CURIF)
  • Credit Union Tax-Free Savings Account (CUTFSA)
Credit union shares and term deposits for these products are also eligible investments under this program.