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Being a 401k fiduciary is an important role. But what does that role entail? This whiteboard goes over fiduciary basics.
401k Fiduciaries have a lot of responsibilities. It's important to understand these responsibilities in order to better serve plan participants and their beneficiaries.
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.
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?
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.