Get news updates and commentary from financial professionals and leaders on markets, trends, total retirement solutions and more.
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
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
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
Stay in the know. Provide your email address and we'll send you a notification whenever we publish new content.
The passage of the 2023 Consolidated Appropriations Act, which included the provisions of SECURE 2.0, made several impactful changes and enhancements to 401(k) plans and similar employer-provided retirement plans.
April 26, 2023 | 4 min read
Sometimes, things get lost in the shuffle. When that shuffle is a move to a different employer and those things are retirement funds, that can be a major problem.
April 19, 2023 | 2 min read
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
Even among the most disciplined savers, headwinds and outright threats to retirement security are constant: regulatory changes, rising income taxes, insufficient participation rates, inadequate deferral rates, cybercrime, scams … the list goes on.
February 08, 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