How often is the CUES Yield Enhancement Program reviewed?
Annually, an actuarial review of the program incorporating the most current participant and benefit data is completed. Investment returns, asset allocation and risk tolerance assumptions are reviewed during this analysis. At this time, any appropriate program modifications are made. On a quarterly basis, the status of the program is reviewed with the credit union. In addition, Preferred Benefit Partners Consulting is always available to answer questions and discuss adjustments to the program.
