retirement plan services

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  CUNA Mutual Hires Paul Chong to Lead Retirement Plan Services

  By Michelle A. Samaad  |  February 15, 2013

  UBS, Prudential, CitiStreet veteran takes over retirement plans helm at CUNA Mutual.

• Trades Seek Clarity on IRS Retirement Plan Definition

  By Michelle A. Samaad  |  February 7, 2012

  CUNA, NAFCU offer agency feedback on definition of "governmental plan."

• Firm Recertifies CUNA Mutual Services

  January 16, 2012

  Mesirow Financial’s Investment Strategies has recertified CUNA Mutual Group’s retirement plan services as meeting industry and Employee Income Retirement Security Act standards.

• CUNA Mutual's Investment Services Earns Recertification

  By Michelle A. Samaad  |  January 9, 2012

  CUNA Mutual Group said its retirement plan services have been recertified as meeting industry and Employee Income Retirement Security Act standards.

• Exec Comp: IRS May Resolve 457 Plan Questions

  By Michelle A. Samaad  |  December 11, 2011

  The Internal Revenue Service recently announced that it plans to issue proposed regulations to clarify how 457 Plans are used.

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  IRS May Finally Resolve FCU 457 Plan Questions: Print Preview

  By Michelle A. Samaad  |  December 9, 2011

  This article will be among the news, features, analysis and insight filling the pages of the next print edition of Credit Union Times.

• CUNA Mutual Committee to Screen 401(k) Programs

  July 14, 2010

  CUNA Mutual Group has formed a five-person committee to assure plan sponsors that the investment options in one of its 401(k) programs have been thoroughly screened and monitored.

• 401(k) Due Diligence Goal of New CUNA Mutual Committee

  By Michelle A. Samaad  |  June 28, 2010

  To assure plan sponsors that the investment options in one of its 401(k) programs have been thoroughly screened and monitored, CUNA Mutual Group has formed a five-person committee to make it happen.

• CUNA Mutual Restructures Target Retirement Date Funds

  By Michelle A. Samaad  |  May 24, 2010

  In light of the economic meltdown, CUNA Mutual Group said it will re-engineer its Ultra Series Target Retirement Date Funds to offer more of a buffer.