Get news updates and commentary from financial professionals and leaders on markets, trends, total retirement solutions and more.
Understandably, financial professionals and their clients often focus on potential returns and projected income in retirement. In addition to leveraging traditional investments and employer-sponsored plans, clients are encouraged to strategize their timing for claiming Social Security.
April 17, 2024 | 3 min read
A lot of emphasis is placed on calculating Social Security benefits as part of a retirement strategy. And rightly so.
April 03, 2024 | 3 min read
The unemployment rate has remained below 4% for the last year or more, emphasizing the labor shortage that continues to be a pain point for organizations looking to fill open positions.1 Wanting to stand out from the competition, some employers are strengthening their benefits packages to include flexible work environments as well as better salaries and health benefits.
March 27, 2024 | 3 min read
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The skies are looking bright in the finance world. For financial professionals, the U.S. Bureau of Labor Statistics anticipates 13% employment growth between 2022 and 2032 — a figure that’s significantly faster than the average for all occupations.1
March 20, 2024 | 3 min read
Many workers today have the opportunity to participate in an employer-sponsored 401(k) retirement plan. And employers continue to leverage these types of retirement benefits as major recruitment tools.
March 13, 2024 | 2 min read
How prepared are employees for retirement, and are they aware of all the resources available to assist them with their planning?
These are some of the questions we sought to answer in our 2023 Retirement Participant Education Survey. Our biennial study is designed to help plan sponsors and financial professionals understand opportunities in educating employees on their unique personal financial education needs.
March 06, 2024 | 3 min read
As a financial professional, you’re well versed in the lingo and jargon of the industry. Terms like “fiduciary” or “pension risk transfer” may roll off your tongue with ease. You’ve also gained a full understanding of the importance of taking action ahead of retirement to ensure comfortable living. Those you advise or guide through defined contribution plans, however, may not be nearly as versed as you.
February 28, 2024 | 3 min read
LinkedIn is generally regarded as a go-to social network for individuals, organizations and financial professionals who want to connect with clients, prospects and peers. It’s also a way to demonstrate thought leadership, share industry insights and get a pulse on the latest trends and professional development opportunities.
February 21, 2024 | 3 min read
The potential benefits of improving employee participation in financial education programming are hard to overstate.
February 21, 2024 | 3 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