Monday, April 3, 2017

Help Your Employees Become Confident Investors for National Retirement Planning Week

By Rob Peters, Retirement Strategist, CUNA Mutual Retirement Solutions

Today through April 7, the National Retirement Planning Coalition is hosting National Retirement Planning Week. It’s a dedicated, national effort to promote the importance of comprehensive retirement planning.

While retirement planning is just one part of overall financial wellness, it's an increasingly necessary focus for working adults nationwide. In fact, 45 percent of U.S. employees say financial matters cause them the most stress in their lives. And, more than one in four say these concerns distract them at work. *

An investment strategy you can have confidence in can help alleviate that stress. For example, investing in target date funds and other retirement solutions can help you feel more secure about your retirement savings. Yet, only about half of employees are comfortable selecting investments that are right for them.*

This education gap may leave you searching for a way to help sharpen both your and your employees' investing knowledge. That's why we're offering a free online learning module, Become a Confident Investor. In this module, you can learn about investment basics, fund types, income planning and more. Whether you're new to investing or familiar with retirement planning, this is an engaging way to find answers to your questions.

No matter where you are in saving for retirement, we hope you'll set aside some time this week to make sure you're getting the most out of your retirement plans and encourage your employees to do the same.

*Employee Financial Wellness Survey 2016 results, PricewaterhouseCoopers, April 2016