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Employee Benefits & Compensation

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Platinum Suppliers

GreenPath Financial Wellness Madison Investment Advisors OM Financial Group

Capital Integrated

14241 Midlothian Tpke., #502 | Midlothian, VA 23113

James Collins
CEO
800-213-1983

Phone: 8002131983
http://www.capitalintegrated.com

Service Areas: Employee Benefits & Compensation, Member Financial Planning, Member Retirement Planning

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Cooke/Andres LLC

565 Telford Lane | Ramona, CA 92065

Rhonda Cooke
President/CEO

Phone: 7604409884
http://www.cookeandres.com/

Service Areas: Board Education, Employee Benefits & Compensation, Employee Incentive Programs, Executive Recruitment, Consulting

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CoreTrac, Inc.

8834 Capital Of Texas Hwy N | Austin, TX 78759

Bill Gibson
VP of Sales and Marketing
512-236-9120

Phone: 512-236-9120 | Fax: 512-236-9121
http://www.coretrac.com

Service Areas: Employee Benefits & Compensation, Employee Incentive Programs, eMarketing, CRM/MRM

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Credit Union Employee Healthcare Pool

3876 W Center View Way | West Jordan, UT 84084

Gary Lee Fischer
Credit Union Sales and Marketing
801-703-1130

Phone: 8017031130
http://www.cuehp.com

Service Areas: Employee Benefits & Compensation, Executive Benefits & Compensation, HR

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CRI Solutions, Inc.

6671-H Santa Barbara Rd | Elkridge, MD 21075

Jennifer Simon
VP of Sales & Account Management

Phone: 410-796-0908 | Fax: 410-964-9693
www.crisolutions.com

Service Areas: Employee Benefits & Compensation, Gap Insurance, Member Insurance, Online Account Opening, Online Loan Applications

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CU Benefits Alliance, LLC

451 Division St NE | Salem, OR 97301

John Harris
CEO
(972) 347-4500

Phone: (877) 674-7555
https://cubenefitsalliance.com/

Service Areas: Employee Benefits & Compensation, Consulting, Strategic Planning

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CUNA Market Research

PO Box 431 | Madison, WI 53701-0431

Meg Jelak
Supervisor of Market Research Services

http://www.cuna.org

Service Areas: Employee Benefits & Compensation, Executive Benefits & Compensation, Credit Union Research

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Digital Benefit Advisors - Credit Union Services

200 Galleria Parkway Suite 1950 | Atlanta, GA 30339

David Martin
Managing Principal
773-562-8837

Phone: 8779041713
http://www.digitalbenefitadvisors.com/cuservices

Service Areas: Employee Benefits & Compensation, Employee Incentive Programs, HR

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GreenPath Financial Wellness

36500 Corporate Dr. | Farmington Hills, MI 48331

Mandy Meinecke
Manager of Business Development
248-994-8755

Phone: (248) 994-8755
http://www.greenpath.org

Service Areas: Employee Benefits & Compensation, Financial Literacy

GreenPath Financial Wellness, a national non-profit since 1961, believes that everyone deserves the opportunity to pursue their dreams; whatever they may be. Financial wellness is fundamental to that opportunity. GreenPath has been working in collaboration with Credit Union National Association to serve America's credit unions for more than 10 years, and has formal partnerships with over 500 credit unions across the country to empower financial health among their members.

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Korn Ferry

1900 Avenue of the Stars Ste. 2600 | Washington, DC 2036

Mike Juratovac
Market Leader, North America Financial Services Pr
310-226-6328

Phone: 8006334410
https://www.kornferry.com/

Service Areas: Employee Benefits & Compensation, Executive Recruitment, Consulting

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Madison Investment Advisors

550 Science Dr. | Madison, WI 53711

Bob Lindner
Vice President - Dir. CU Business Development
608-216-9196

Phone: (608) 274-0300
http://www.madisonadv.com/

Service Areas: Employee Benefits & Compensation, Institutional Investments

Madison's Credit Union Investment Management Services provide clients with the opportunity for enhanced portfolio yields and earnings through risk management and portfolio optimization. We offer investment advisory services, and provide investment solutions for total benefits pre-funding and charitable donation accounts. As a fiduciary, we deliver objective, fee-based advisory services (commission-free) that fit within clients' balance sheet risk profiles.

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Montana Credit Union Network

101 N Rodney | Helena, MT 59601

Tracie Kenyon
President/CEO

Phone: 4064429081 | Fax: 4064429085
http://www.mcun.coop

Service Areas: Board Education, Employee Benefits & Compensation, Consulting, Enterprise Risk Management (ERM), State League/Association

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Morgan Stanley, Rachel Laug

5122 Cascade Road SE | Grand Rapids, MI 49546

Rachel Laug, Financial Advisor
Morgan Stanley Smith Barney LLC. Member SIPC
616-771-6070

Phone: 616-771-6070
https://advisor.morganstanley.com/dunn-laug-wealth-management

Service Areas: Employee Benefits & Compensation, Executive Benefits & Compensation, Institutional Investments

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OM Financial Group

101 Federal St. Ste. 800 | Boston, MA 2110

Morgan McKinney
Executive Benefit Consultant
5166390556

Phone: (918) 315-0960
http://www.om-financial.com

Service Areas: Employee Benefits & Compensation, Mergers

OM Financial Group is an executive benefit consulting firm that specializes in providing sound advice to credit unions about Supplemental Executive Retirements Plans (SERPs) for their key executives. OM pioneered Collateral Assignment Split Dollar (SERP) programs for the credit union industry and continues to specialize in helping credit unions offer competitive and cost-effective employee benefit solutions. We believe that a relationship-driven approach with each of our clients ensures we fully understand their individual needs. Our goal is to educate credit union executives and their boards, so they are able to make informed financial decisions that are in the best interest of their credit union for years to come.

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The Sheeter Group

2509 Ridgewind Way | Windermere, FL 34786

Andy Sheeter
President
407-217-2301

Phone: 4072172301 | Fax: 8002785812
http://www.sheetergroup.com

Service Areas: Employee Benefits & Compensation, Employee Incentive Programs, Executive Benefits & Compensation

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