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Resources and tools to build a stronger practice

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Retirement Consultant Institute

Personalized training and resources for retirement plan professionals to help improve efficiencies and performance.

Grow your practice

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DCIO highlight

In partnership with American Funds and Envestnet Retirement Solutions, Cuna Mutual Group can help increase tax savings and help improve participant outcomes with a cash balance plan.

As traditional defined benefit plans decline in popularity, cash balance plans are quickly growing. This is due to the flexibility that cash balance plans provide, offering the best of both defined contribution and defined benefit worlds. Plus, a cash balance plan may be simpler to understand than a traditional defined benefit plan so clients can grasp the options provided to them.

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American Funds Cash Balance Program →

 



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Events calendar


  • 04/07/2024, Institutional Event, NAPA 401k Summit, Nashville, TN
  • 04/28/2024, TPA Event, NIPA NAFE, Austin, TX
  • 05/19/2024, Institutional Event, Broadridge 360 Advisor Summit, Austin, TX
  • 09/24/2024, TPA Event, TPA Benchmark - A Service of Hynes Associates
  • 10/13/2024, Institutional Event, Wealth@Wor(k), San Antonio, TX

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Tap into a comprehensive, holistic approach to retirement designed for the realities and challenges facing plan sponsors and their employees. 

CUNA Mutual Group and Cuna Mutual Group are marketing names for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries, and affiliates. CPI Qualified Plan Consultants, Inc. and CMFG Life Insurance Company are subsidiaries of the CUNA Mutual Holding Company. Annuity insurance products are issued by CMFG Life Insurance Company, located in Madison, Wisconsin. Each insurer is solely responsible for the financial obligations under the policies and contracts it issues.

Securities distributed by CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 866.512.6109. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by the financial institution. Representatives offer retirement and investment education but do not provide investment, legal or tax advice. Participants are encouraged to consult their financial professional.

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