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Where do people turn for trusted financial advice? How are they feeling about their retirement prospects? Research seems to indicate that a lot of people aren’t seeking financial guidance or feeling very confident about a comfortable retirement.
June 19, 2024 | 3 min read
Target-date funds, or TDFs, can have a powerful influence on plan participants’ retirement savings by helping to simplify investment decision-making. And when TDFs are carefully selected to match with plan participant characteristics and behaviors, they have the potential to help more participants achieve greater retirement security.
June 05, 2024 | 4 min read
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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