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Keeping plan participants focused on long-term retirement strategies to counterbalance market volatility and/or financial anxiety presents both challenges and opportunities.
To that end, knowledge helps empower people to remain confident in the financial decisions they make for their future, regardless of economic climate. The Top 5 Blogs of 2023 may have valuable information for you to review, use in your practice, and share with plan participants:
December 27, 2023 | 2 min read
It’s not hard to see the need for a fresh approach to helping employees save for retirement amid new and emerging challenges. Inconsistent wage growth, recent periods of high inflation and market volatility are making it tough to succeed with only traditional approaches.
December 20, 2023 | 3 min read
Today’s economic landscape is complicated by factors that just didn’t exist for previous generations — and that points to a need for plan sponsors and financial professionals to implement new approaches to helping plan participants.
December 13, 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
Securing one’s continued insurance coverage through retirement is critical. With so much to take care of, it can be overwhelming for retirees to make sure everything is in order as they sunset out of working life. Medicare in particular can be confusing.
Those on the cusp of retirement may begin to have more questions about how to navigate the complexities of Medicare. Here’s an overview of Medicare’s parts and retirees’ healthcare options that can help inform financial and human resources professionals who often face questions from workers as retirement approaches.
October 25, 2023 | 6 min read
We can probably agree the phrase “Money can’t buy happiness.” isn’t entirely true, or at least, that it ignores the differences having enough money can make.
October 11, 2023 | 3 min read
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
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
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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