CUNA Mutual Retirement Solutions Offering Tools as Part of Retirement Security Week
MADISON, Wis. – As part of National Retirement Security Week, set for this week, CUNA Mutual Retirement Solutions said it will be providing 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.
This year marks the sixth year CUNA Mutual Retirement Solutions has participated in this national initiative.
The theme for 2018’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,” CUNA Mutual said. “Educational material, customized from national initiative assets, includes a Savings Notebook, a brief video, and age-based savings tips (Under 35, 35/50, 50+). These straight-forward communications encourage employees to put away a little more for retirement.”
CUNA Mutual Retirement Solutions said it will be promoting the campaign to more than 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 and a message to share directly with employees.
‘Active Planning Encouraged’
“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.”
CUNA Mutual said retirement plan sponsors and advisors can access links to campaign materials directly on their administrative website at BenefitsForYou.com.