Browsing Tag
Cuna Mutual Retirement Solutions (CUNA)
10 posts
Middle Class ‘Mired’ in Economic Uncertainty
As 401k participants continue to shift assets to fixed income, many Americans fear the “other shoe will drop”…
How to ‘Adapt’ to Adaptive 401k Selling
What’s your ‘Myers Briggs type of score’ and why does it matter? Cuna Mutual Retirement Solutions’ Randy Fuss…
3 Steps to ‘Refit’ Your 401(k) Plan Practice
“IT JUST DIDN’T work out.” A common response when I ask 401(k) advisors about recent employee turnover. It’s…
Americans Optimistic About Financial Security, But Not Retirement (What?)
The middle class believes in their ability to achieve the American Dream, unless the “Dream” involves a secure…
Rethinking Your Small 401k Plan Profitability
I sat on a panel at a recent industry event to discuss the small plan 401k market. We…
Shock (Not)! Employees Want More Financial Wellness Info
Participants want financial wellness help above all else, at least when it comes to retirement education. Specifically, CUNA…
How to Create a Competitive 401k Advantage Through Adaptive Selling
The boardroom is where adaptive selling happens. Multiple finals presentations will be delivered to the committee, including your…
What is Your 401k ‘Why?’
Sell them on your retirement plan cause The video titled “2018 Fi360 Conference – Randy Fuss,…
How to Multiply Your 401k Connections Using ‘Weak Links’
THE ANSWER WAS a loud thud. I’d asked an advisor about his marketing efforts and the reply was…
The Latest in 401k Advisor Tech
Technology advancements continue in an industry that sorely needs them. CUNA Mutual Retirement Solutions is the latest with an…