CPI Qualified Plan Consultants Inc., which CUNA Mutual bought in 2009, is now known as CUNA Mutual Retirement Solutions, the Madison, Wis.-based company said.
CPI Qualified Plan Consultants becomes CUNA Mutual Retirement Solutions.
Jeff Post, who has led CUNA Mutual Group as president/CEO of the company since 2005, announced Nov. 8 that he will retire at the end of the year.
Outgoing CEO Post says time is right. Successor Trunzo says he plans to build on company strengths.
UBS, Prudential, CitiStreet veteran takes over retirement plans helm at CUNA Mutual.
CUNA, NAFCU offer agency feedback on definition of "governmental plan."
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 Group said its retirement plan services have been recertified as meeting industry and Employee Income Retirement Security Act standards.
The Internal Revenue Service recently announced that it plans to issue proposed regulations to clarify how 457 Plans are used.
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