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Cyberattacks are more prevalent than ever. The most recent report from the FBI’s Internet Crime Complaint Center (IC3) Report calls the increase in cyberattacks in 2021 “unprecedented.”1 What’s more, the IRS claims COVID-19 pandemic-related scams, such as Economic Impact Payment and tax refund scams, are still a concern for taxpayers.2
August 23, 2023 | 4 min read
High-income owners of small and mid-sized businesses often face challenges maximizing their own retirement plan contributions while also affordably covering contributions to employee retirement benefits.
August 16, 2023 | 3 min read
Cryptocurrency has been a hot topic in the news and popular among some younger DIY investors. But should this relatively new type of investment be part of employee benefits packages?
August 09, 2023 | 2 min read
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The world of finance is constantly evolving, and technological advances have changed the way many individuals are saving, investing and planning for retirement. Digital tools and calculators, e-learning, automation options and a vast array of software applications are at the fingertips of practically every plan participant with internet access.
August 02, 2023 | 4 min read
Financial waters aren’t always easy to navigate. Some concepts may be simple to grasp, but things become more complex when it comes to investing in stocks and participating in retirement plans. This is where you, as a financial advisor or retirement plan sponsor, need to provide a guiding light and advocate for savers and investors to help steer them toward responsible financial decisions and away from ruin as best you can.
July 27, 2023 | 4 min read
Consideration of environmental social governance (ESG) factors in investment decision-making for ERISA retirement plans has been a contested issue for several decades. Various presidential administrations have sought guidance from the Department of Labor (DOL) about how — or if — ERISA plan fiduciaries should value ESG components.
July 19, 2023 | 3 min read
When plan sponsors and financial professionals choose plan investment options, their aim is to provide all participants with choices that are appropriate for their retirement savings objectives, while acknowledging that different people’s objectives are likely to vary widely.
July 12, 2023 | 3 min read
Retirement guidance that doesn’t consider factors such as race and ethnicity is incomplete. Not every experience with money or employment is universal, so financial planning that’s inclusive of ethnicities, family makeup and life circumstances is vital to help ensure everyone gets a fair chance at thriving in retirement.
June 21, 2023 | 3 min read
People often struggle with conversations about differences in experiences among people of varying racial and ethnic groups.
June 14, 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.
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