Educational Videos

Target-Date Fund Basics

Target-Date Fund Basics

Target-date funds are commonly used in retirement plan fund lineups. Here are some of the basics when it comes to these funds.

Season 1 Episode 17
Don't Get Ahead of Yourself Planning for Retirement

Don't Get Ahead of Yourself Planning for Retirement

Should you choose a Roth or Traditional option? How much should you save for retirement? These are great questions but don't get ahead of yourself.

Season 1 Episode 16
Plan Sponsors Should Benchmark Their 401(k) Plan

Plan Sponsors Should Benchmark Their 401(k) Plan

Plan sponsors should periodically benchmark. Benchmarking allows you to compare your plan's fees and services to those of other similar 401(k) plans. Here are some things to consider when it comes to benchmarking.

Season 1 Episode 15
An Advisor's Perspective on Choosing an Advisor

An Advisor's Perspective on Choosing an Advisor

As a Financial Advisor, here are some I would look into if I were searching for an advisor.

Season 1 Episode 14

SIMPLEs, SEPs, and 401(k)s, Oh My!

SIMPLEs, SEPs, and 401(k)s, Oh My!

What are the differences between a SIMPLE IRA, a SEP IRA, and a 401(k)? There are pros and cons to setting up each of these three types of retirement plans. Here are the basic differences between the three.

Season 1 Episode 13
Company Culture And Your Retirement Plan

Company Culture And Your Retirement Plan

How does your company retirement plan relate to company culture?

Season 1 Episode 12
As a 401(k) Admin, Where Do I Start?

As a 401(k) Admin, Where Do I Start?

If you are the plan administrator of your company's 401(k), it can be daunting. Here are a few things to think about as you are getting things in order. Whether you are new to the position or are a seasoned veteran, here are some good reminders.

Season 1 Episode 11
I'm Managing My Company's 401(k) Plan: Where Do I Start?

I'm Managing My Company's 401(k) Plan: Where Do I Start?

When you are new to managing your company's 401(k), it can be tough to find a square one. So, where do you start? First, you need to understand your role, others' roles and document who is and is a fiduciary on the plan.

Season 1 Episode 10
What Is My 401(k) Advisor Getting Paid To Do?

What Is My 401(k) Advisor Getting Paid To Do?

Sadly, it's not uncommon for plan sponsors to ask what their financial advisor is getting paid to do. There is much value a financial advisor can add to a 401(k) plan. Here are a few everyday things advisors should be doing for the retirement plans they manage.

Season 1 Episode 9
What is the 408(b)(2) Fee Disclosure?

What is the 408(b)(2) Fee Disclosure?

As a plan fiduciary, it is important to understand the 408(b)(2) fee disclosure. This document can help you understand the fees and services of service providers. You can use this information to benchmark and compare your plan to others.

Season 1 Episode 8
The SECURE Act in 5 Minutes

The SECURE Act in 5 Minutes

We will be going over the SECURE Act in 5 minutes. This does not encompass everything the SECURE Act touches on but is rather a summary of some of the important points.

Season 1 Episode 7
What Keeps Plan Sponsors Up at Night?

What Keeps Plan Sponsors Up at Night?

401k fiduciaries have a lot that can keep them up at night. The first step to being comfortable in your position is understanding your role. Here are three of the top concerns fiduciaries have in managing their company retirement plan.

Season 1 Episode 6
What Is The True Cost of Procrastinating Saving For Retirement?

What Is The True Cost of Procrastinating Saving For Retirement?

Sometimes it's difficult to see the real cost procrastination has on many things in life. Retirement planning is no different. The things we do today can have a real impact on the outcomes of tomorrow. We illustrate this in a simple 3-minute video.

Season 1 Episode 5
Why Is Financial Wellness Important In A Retirement Plan?

Why Is Financial Wellness Important In A Retirement Plan?

Financial wellness programs can be helpful to plan participants as well as an asset to the company. What is a financial wellness program and why is it important?   

Season 1 Episode 4
Why Is It Important To Benchmark Your 401K Plan?

Why Is It Important To Benchmark Your 401K Plan?

Benchmarking is an important part of managing your company's 401k. This video outlines some things to consider when benchmarking. CUI Wealth Management provides a benchmarking service to clients and prospective clients. Please reach out to us if you have questions or need help.

Season 1 Episode 3
What Does It Mean To Be a Fiduciary?

What Does It Mean To Be a Fiduciary?

401k Fiduciaries have a lot of responsibilities. It's important to understand these responsibilities in order to better serve plan participants and their beneficiaries.

Season 1 Episode 2
Do You Understand Your Fiduciary Role?

Do You Understand Your Fiduciary Role?

Being a 401k fiduciary is an important role. But what does that role entail? This whiteboard goes over fiduciary basics. 

Season 1 Episode 1

Need a Second Opinion on Your 401k Plan?

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