10/15/2018

CUNA Mutual Retirement Solutions Joins Employers and Financial Institutions Nationwide to Participate in National Retirement Security Week

Some 6,000 Retirement Plan Sponsors Invited to Deliver National Education Campaign to Over 300,000 Plan Participants.

MADISON, Wis. – As part of National Retirement Security Week, scheduled for the week of Oct. 21, CUNA Mutual Retirement Solutions(Opens in a new window) will provide plan participants with a set of tools to help them reflect on their personal savings journeys and make sure they are on target to reach their retirement goals. 2018 marks the sixth year CUNA Mutual Retirement Solutions has participated in this national initiative.

The theme for this year’s program is “Your Whole Story.” This visually rich and engaging campaign invites the employees to think about their own financial journey and provokes a realization of the importance of saving. Educational material, customized from national initiative assets, includes a Savings Notebook(Opens in a new window), a brief video(Opens in a new window), and age-based savings tips (Under 35, 35/50, 50+(Opens in a new window)). These straight-forward communications encourage employees to put away a little more for retirement.

CUNA Mutual Retirement Solutions is promoting this campaign to over 6,000 sponsors of defined contribution retirement plans across the country, including small and medium-sized business and credit union clients. Employer resource kits include participant education assets, along with a Workplace Poster(Opens in a new window) and a message(Opens in a new window) to share directly with employees.

“National Retirement Security Week presents a great opportunity to encourage active planning, which is one of the keys to retirement savings success,” said Jennifer Norr, CUNA Mutual Group vice president of consumer experience marketing. “The type of self-assessments we’re promoting enable participants to examine where they are on their life-long financial journeys. These simple measurements go a long way to helping people see where small changes can make a big impact down the road.”

Retirement plan sponsors and advisors can access links to campaign materials directly on their administrative website at BenefitsForYou.com(Opens in a new window).

About National Retirement Security Week:

National Retirement Security Week(Opens in a new window) is a national effort to raise public awareness about the importance of saving for retirement. National Retirement Security Week is held every year during the third week of October. The annual event commenced in 2006, when Senators Gordon Smith (R-OR) and Kent Conrad (D-ND) introduced the first resolution(Opens in a new window) establishing National Save for Retirement Week. Their goals were to elevate public knowledge about retirement savings and to encourage employees to save and participate in their employer-sponsored retirement plans. Over the years, ICMA-RC has partnered with the National Association of Government Defined Contribution Administrators (NAGDCA)(Opens in a new window) to ensure the week is a great success. ICMA-RC and NAGDCA remain committed to educating employers and employees about the growing importance of saving for retirement.

About CUNA Mutual Retirement Solutions:

CUNA Mutual Retirement Solutions designs simple and practical retirement programs that help hard-working Americans save for the future. For more than 50 years, it has been a leading provider of qualified and nonqualified retirement solutions delivering service excellence and customer-focused, best-in-class products. With over $20 billion in assets under administration and more than 6,000 retirement plans in place, the company is helping more than 300,000 hard-working Americans save for the future. Its products, tools and resources work together to help achieve better employee outcomes.

CUNA Mutual Retirement Solutions is a division of CUNA Mutual Group and the marketing name for CPI Qualified Plan Consultants, Inc., a CUNA Mutual Group member company. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. 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 own advisors. CUNA Mutual Group © 2018
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