Your total retirement blog

Get news updates and commentary from financial professionals and leaders on markets, trends, total retirement solutions and more.

    InvestmentsPlan design

    What role can target date funds fulfill in a plan’s investment mix?

    Employer-sponsored retirement savings plans are a valuable recruiting and retention tool, but they’re more than just a benefit meant to attract and retain quality workers. Your 401(k) plan can help employees build a stronger sense of long-term financial security—and if a company can help its workers alleviate even some of their financial stress, it’s all the better for everyone involved.

    March 29, 2023 | 3 min read

    TrendsPlan design

    Executive employee retention: Could you be doing more to help?

    A purpose. Community. Professional growth. A paycheck. What employees get out of work varies depending on their role, so you can’t approach everyone with one-size-fits-all encouragement. If a company wants to retain good leaders, which is crucial for any future business success, many different incentives should be considered — not the least of which is compensation.

    March 22, 2023 | 4 min read


    March 17, 2023, Update on the bank crisis

    On Tuesday March 14, 2023, Cuna Mutual Group hosted a Special market update: Bank crisis webinar discussing the current state of the market related to the banking crisis. Since Tuesday, the stream of headlines covering possible financial contagion has been fast and furious.

    March 17, 2023 | 2 min read

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    InvestmentsRetirement readinessPlan design

    Can a retirement plan help address generational differences in planning and saving needs?

    America’s Baby Boomers have now been receiving Social Security benefits for nearly 15 years, and subsequent generations — Generation X, Millennials and Generation Z — continue the steady march toward retirement.

    While no two individuals are alike and generalizations don’t always apply, one thing all three generations after the Baby Boomers share is a growing awareness of the increasing need to plan, save and invest for retirement.

    March 15, 2023 | 5 min read


    Making a difference in communities through charity

    With the economic turmoil and uncertainty of the last few years — which has affected people’s finances to a severe extent in many cases — and with some of the devastating events of 2022, there remains a huge need for charitable giving from those who are able.

    March 08, 2023 | 3 min read

    WellnessFinancial literacy

    How to help US Adults improve their financial literacy

    It’s been said that knowledge is power. That often proves true when it comes to avoiding costly financial mistakes.

    A 2022 survey by the National Financial Educators Council (NFEC) found the average person scored only 58 out of 100 on a financial literacy test and that a lack of financial literacy carries a high cost. The estimated average loss directly resulting from a lack of knowledge about personal finances was $1,819 in 2022, the highest in more than six years.1 That’s an expense of more than $150 each month.

    March 01, 2023 | 3 min read