Get news updates and commentary from financial professionals and leaders on markets, trends, total retirement solutions and more.
The potential benefits of improving employee participation in financial education programming are hard to overstate.
February 21, 2024 | 3 min read
How many retirement plan rules saw changes in the past year? How many are expected to go into effect over the next year or two? Contribution limits, required minimum distributions, catch-up contributions, income limits, tax rates — the retirement planning landscape is always in flux.
January 17, 2024 | 2 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
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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
Leaves are falling. There’s a chill in the air. It can only mean one thing: Annual benefits enrollments are right around the corner!
October 04, 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
Lying can often cause more problems than it’s meant to avoid, and this is particularly true when someone lies to their significant other about financial matters.
June 12, 2023 | 2 min read
Many Americans find it a challenge to build a more financially secure future due to higher inflation, rising interest rates and volatile market conditions. And many are, in fact, struggling to grow their wealth. The U.S. median real household income fell 2.9% between 2019 and 2020.1
May 17, 2023 | 3 min read
Eighty-five percent of Americans report feeling stressed about their personal finances, so it’s smart to assume at least some plan participants could use a little extra help addressing their biggest financial concerns.1
May 03, 2023 | 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.
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