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Retirement Plan Services

Today's employees look to their employer to help them plan and save for retirement.  That's why Metro Investment Services offers a variety of retirement plans to help you attract and retain valuable employees, including 401(k) plans, Defined Benefit plans, Profit-sharing plans and Money-purchase plans.

Through Metro Investment Services, and solid provider relationships, you will get help with every aspect of maintaining a successful retirement plan, including:

  • Plan design and provider selection
  • Investment selection and monitoring
  • Streamlined plan administration
  • On-site enrollment and employee education
  • Fiduciary monitoring and guidance
  • Annual plan reviews

Whether your company currently has a 401(k) plan or other qualified retirement plan in place; or if you are interested in offering a plan to your employees, contact John Delaney, Financial Advisor with Metro Investment Services,
at 877-MY-METRO Ext 3505 to arrange a no-cost, no obligation assessment to determine the most appropriate
option for you.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by Metro Credit Union. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of Metro Investment Services.