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SECURE 2.0 made a lot of waves among plan sponsors and financial professionals when President Biden signed it into law in late 2022.1 Some administrators were scrambling to implement key changes that essentially went into effect immediately.
November 15, 2023 | 3 min read
Helping employees prepare for retirement is challenging yet critically important. Two key strategies are:
November 02, 2023 | 4 min read
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
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Small employers can struggle to compete with major corporations. Not only do bigger companies typically have larger purse strings, they may also be able to offer more attractive benefits. As a result, small businesses sometimes miss out on recruiting top talent.
April 05, 2023 | 3 min read
Staying on top of changing regulations for employer-sponsored retirement plans is a perennial challenge. As an example, President Biden enacted the “Consolidated Appropriations Act, 2023” in the waning hours of 2022. In it are some significant updates and new rules that will impact many organizations.1
February 15, 2023 | 3 min read
Is the American Dream falling out of view? According to our 2022 Middle Class Survey conducted in partnership with The Harris Poll, nearly half (49%) of middle-class Americans (those with an annual household income of $35,000 to $99,000) grade themselves at a C or lower on their ability to achieve the so-called American Dream. When looking specifically at those who are currently renting, that number jumps to 62%. What’s perhaps more distressing is that nearly a quarter of those surveyed (23%) who haven’t already retired say they expect to never be able to retire.1
September 06, 2022 | 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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