PLANADVISER - May/June 2018 - 5

Why do retirement plan
advisors choose to
partner with CUNA Mutual
Retirement Solutions?
Here, you and your clients will
get the investment, fi duciary
and pricing fl exibility you
are looking for. You benefi t
from service excellence and
customer-focused technology.
And your practice can reach
new levels of success with the
Retirement Advisor Institute.
Learn more.
800.491.7859
CUNA Mutual Retirement Solutions is a division of CUNA Mutual Group and the marketing name for CPI Qualifi ed Plan
Consultants, Inc., a CUNA Mutual Group member company. CUNA Mutual Group is the marketing name for CUNA Mutual Holding
Company, a mutual insurance holding company, its subsidiaries and affi liates. Annuity insurance products are issued by CMFG
Life Insurance Company, located in Madison, Wisconsin. Each insurer is solely responsible for the fi nancial obligations under the
policies and contracts it issues.
Securities distributed by CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer, 2000 Heritage
Way, Waverly, Iowa 50677, toll-free 866.512.6109. Non-deposit investment and insurance products are not federally insured,
involve investment risk, may lose value, and are not obligations of or guaranteed by the fi nancial institution. Representatives offer
retirement and investment education but do not provide investment, legal or tax advice. Participants are encouraged to consult their
own advisors.
The statements and representations contained in this document are intended to be educational in nature. They are not designed to
be interpreted as investment advice.
CMRS-2069880.1-0318-0420 © CUNA Mutual Retirement Solutions, 2018 All rights reserved.

PLANADVISER - May/June 2018

Table of Contents for the Digital Edition of PLANADVISER - May/June 2018

Key Partnerships
Clean Shares' Popularity
The Retirement Purse
The Power of Hosting Events
A New Best Interest Model
Limited Liability of a Trustee
Rollover Recommendations
PLANADVISER - May/June 2018 - C1
PLANADVISER - May/June 2018 - FC1
PLANADVISER - May/June 2018 - FC2
PLANADVISER - May/June 2018 - C2
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PLANADVISER - May/June 2018 - Key Partnerships
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PLANADVISER - May/June 2018 - 40
PLANADVISER - May/June 2018 - 41
PLANADVISER - May/June 2018 - Clean Shares' Popularity
PLANADVISER - May/June 2018 - 43
PLANADVISER - May/June 2018 - The Retirement Purse
PLANADVISER - May/June 2018 - 45
PLANADVISER - May/June 2018 - 46
PLANADVISER - May/June 2018 - 47
PLANADVISER - May/June 2018 - The Power of Hosting Events
PLANADVISER - May/June 2018 - 49
PLANADVISER - May/June 2018 - A New Best Interest Model
PLANADVISER - May/June 2018 - Limited Liability of a Trustee
PLANADVISER - May/June 2018 - Rollover Recommendations
PLANADVISER - May/June 2018 - C3
PLANADVISER - May/June 2018 - C4
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