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Insurance & Investments

Insurance Services

From insurance that protects your financial well being, to insurance that protects your personal well being, our Insurance Specialist provides expert help to our members with products designed to protect your life, health and property.

Investment Services

As a business member, you can choose from a full suite of retirement plans that best fit your business needs. We have partnered with CUNA Mutual Group to offer investment services through MEMBERS Financial Services.

  • SEP IRA (Simplified Employee Pension) - Make tax-deductible contributions with this flexible plan.
  • SIMPLE IRA (Savings Incentive Match Plan for Employees) - Offer a salary deferral plan for your employees.
  • 401K Plans - Offers employees pre-tax contributions and a wide range of employer contribution options. If you are a non-profit, we offer 403(b) plans.
  • Profit Sharing Plans - Reward long-term employees with tax deferred growth and variable contribution options with these flexible plans.


  Business

 

Business Services

Contact Information:
Eric Nelson, Business Services Specialist
503-906-9477
George Kyler, VP Business Services
503-526-5616
BusinessServices@rivermarkcu.org
Toll Free: 800-452-8502

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