CUNA Mutual Group Newsroom

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Middle-class Americans are less optimistic about their ability to achieve upward mobility than they were six months ago, according to new data from CUNA Mutual Group

U.S. News & World Report

8 Mistakes That Can Wreck Your Buy-and-Hold Strategy

6/19/2019
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Scott Knapp, managing principal, investment consulting at CUNA Mutual Group, leads commentary in an article on how to successfully execute a buy-and-hold strategy.

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CUNA Mutual Group announced the recent launch of Horizon II, a new generation of the MEMBERS® Horizon Variable Annuity, offering an enhanced death benefit that provides total purchase payments or current contract value, whichever is greater.
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CUNA Mutual Group announced today registration is now open for its 10th annual Discovery Conference being held on Aug. 15. This unique virtual experience offers innovation experts, industry thought leaders and credit union executives to help credit unions prepare for their upcoming 2020 strategic planning. The no-cost event is designed specifically for credit union CEOs and their leadership teams.
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Jamie Letcher, Financial Adviser with CUNA Brokerage Services, located at Summit Credit Union in Madison, Wisconsin, offers small business owners suggestions for choosing a retirement savings option.

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CUNA Mutual Group President and CEO Robert N. Trunzo has announced several senior executive level changes in the company’s Business Experience unit and AdvantEdge Analytics business.

U.S. News & World Report

10 Facts About Credit Unions

4/26/2019
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If you're looking for a new place for your checking and savings accounts, don't limit your search to banks. You may discover credit unions have more to offer than you think. Credit unions are not-for-profit organizations that operate on a philosophy of people helping people, says Christopher Roe, corporate and legislative affairs officer for CUNA Mutual Group,

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CUNA Mutual Retirement Solutions announces Financial Fitness, a new online program now available to all retirement plan participants.

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The interactive program goes beyond simple education by featuring a financial fitness assessment and score, personalized curriculum based upon needs and preferences, game mechanics, and one-on-one support from an internal team of retirement consultants.

2018 annual report

CUNA Mutual Group reported positive financial results for 2018, as it continued to invest in its solutions, services and workforce.

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Credit Union Trends Report

The Credit Union Trends Report is a monthly "pulse check" on the state of the credit union marketplace.

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