4/16/2019

CUNA Mutual Retirement Solutions Debuts ‘Financial Fitness’

Program Release Coincides with Financial Literacy Month*

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

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. It is available for all plan participants through CUNA Mutual Retirement Solutions’ BenefitsForYou website, and there is no cost to participants or plan sponsors.

The program was designed by Financial Fitness Group, one of America’s longest tenured financial education providers. With more than 20 years’ experience, the firm has provided effective financial education to more than 4 million participants. “Financial Fitness Group has an impressive track record, having helped millions of workers prepare themselves for a more successful retirement,” said Paul Chong, senior vice president, CUNA Mutual Retirement Solutions.

Financial Fitness Group’s proprietary Financial Fitness SCORE™ is research and academic-based, providing organizations with more than 20 million data points to benchmark participants' aptitude, behavior, and confidence regarding personal finances. It was built to help individuals and organizations assess, benchmark and ultimately change the financial fitness of the American workforce.

“It’s unfortunate so many Americans are not saving enough to fund the type of retirement they’ve imagined,” Chong added. “As many of our participants indicated in our 2018 Participant Retirement Education Preferences Survey, it comes down to financial wellness issues. They’re looking for information to help them overcome obstacles and get their financial house in order, so they can save more for the long-term. Financial Fitness supports our corporate mission of helping people achieve financial security.”

The new Financial Fitness content was introduced to some early-users on BenefitsForYou in February. Analytics show the top three articles selected by users reflect core financial wellness topics: 1) Budgeting Made Simple, 2) Managing Your Debt, and 3) Living within Your Means.

More information on the importance of financial wellness in the workplace is highlighted in A Case for Financial Fitness, an eBook recently developed for CUNA Mutual Retirement Solutions plan sponsor clients.

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 more than $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. More information is available at www.benefitsforyou.com and LinkedIn.

About Financial Fitness Group

Financial Fitness Group is a leading provider of independent, unbiased and objective interactive educational tools to teach people about money. For more than 20 years, Financial Fitness Group has helped thousands of organizations and more than 4 million people in their journey to improve their overall Financial Fitness. More information is available at www.financialfitnessgroup.com.

*Financial Literacy Month is held in April and sponsored by the Council for Economic Education.

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.

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