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Retirement Consultant Institute

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

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