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Does your direct contribution qualified plan include shares in company stock? If so, you’ll want to talk with your participants about tax strategies as their eligibility for distribution approaches.
November 29, 2023 | 3 min read
The differences between a traditional 401(k) and a Roth 401(k) are considered common knowledge among financial professionals and plan sponsors. But for the average employee who participates in a defined contribution plan, it’s not always cut and dried.
November 22, 2023 | 2 min read
SECURE 2.0 made a lot of waves among plan sponsors and financial professionals when President Biden signed it into law in late 2022.1 Some administrators were scrambling to implement key changes that essentially went into effect immediately.
November 15, 2023 | 3 min read
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As we embark on another new year, many have been curious about the cost of living adjustments (COLA) they’ll see for 2024. The Internal Revenue Service (IRS) has made the updates available, and these adjustments have the marks of the current inflation crisis all over it.
November 08, 2023 | 4 min read
Helping employees prepare for retirement is challenging yet critically important. Two key strategies are:
November 02, 2023 | 4 min read
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.
CMRS-6539825.1-0424-0526