Guidance in FundingThe Benefits Package You Need
We Take a Team Approach to Your Portfolio
Our team includes experienced investment professionals and portfolio managers who create a customized strategy that aligns with your credit union’s goals. Our investment team engages a centralized focus on liquidity and conservative investing, while maintaining flexibility to adjust allocations as needed.
Invest Funds and Offset Costs
With SWBC Benefits Pre-Funding, your credit union can invest your capital in asset classes previously limited by regulatory guidelines—utilizing a regulatory exemption. You then use the additional investment earnings to offset the costs of employee benefits, including but not limited to health insurance, dental insurance, pension plans, and 457 deferred compensation plans.
We'll Customize a Program for You
We’ll take time to understand your credit union’s strategy and create a customized program that aligns with your goals and needs. From testing, to board approval, implementation, and performance analysis, we’ll guide you every step of the way.