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Employee Benefits Solutions

Benefits that work for your employees and your business

Show your team they're valued by offering customized retirement plans and benefits, available through CUSO Financial Services, L.P.*


You value your employees and all they do to support your business growth. Work with our CFS* Financial Advisors to build a compensation plan to help them succeed.

Business retirement solutions

401(k), SEP, SIMPLE IRAs, and profit-sharing plans

Choose the ideal retirement program for your employees from a variety of managed 401(k) programs, simplified employee pension (SEP) plans, and IRAs.

Deferred compensation plans

Offer additional tax-deferred savings plans for high-income earners who’ve maxed out their 401(k) or other retirement accounts with this investment option.

Defined benefit plans

Provide a fixed, pre-established financial benefit for your employees at retirement based on length of employment and salary history.

Employee benefits

Health savings accounts

Help employees with high-deductible health plans save for qualified out-of-pocket healthcare expenses and lower their annual tax bill.

Voluntary employee benefits

Recruit and retain employees with additional benefits such as paid disability, tuition assistance, pet insurance, and more.

Executive bonus plans

Attract and retain key executives by providing additional benefits and perks as a tax-deductible form of employee compensation.


Business Wealth and Investments

Plan for your future and that of your business with wealth and financial advisory services, buy-sell funding, business valuation services, and more.

Have a question?

If you have questions about securing your financial future and that of your business and employees, let’s talk.

Get started with employee benefits

Schedule a phone or virtual appointment with a CFS* Financial Advisor to learn more.

  • *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union Members. SEC Marketing Disclosure. Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.