CUI Wealth Management

CUI Wealth Management We understand the needs of business owners, plan sponsors, and executive teams.

Businesses and owners utilize our services to help simplify their lives by letting us advise on the details of 401k, executive bonus plans, and owner retirement planning.

Proud to sponsor the Salt Lake SHRM 401(k) and Benefits Summit on August 25. It will be a day of practical guidance for ...
08/14/2026

Proud to sponsor the Salt Lake SHRM 401(k) and Benefits Summit on August 25. It will be a day of practical guidance for HR teams on retirement plans, benefits strategy, and compliance — plus SHRM PDC and HRCI recertification credits. Register: https://slshrm.org/index.php/events #!event/2026/8/25/salt-lake-shrm-annual-401k-and-benefits-summit

Mark your calendars for our upcoming Salt Lake SHRM Annual 401(K) and Benefits Summit on August 25, 2026 from 8 AM - 1 ...
08/05/2026

Mark your calendars for our upcoming Salt Lake SHRM Annual 401(K) and Benefits Summit on August 25, 2026 from 8 AM - 1 PM.

We’d love to see each one of you there, making the event even more special! You can learn more and register directly at https://slshrm.org/index.php/events #!event/register/2026/8/25/salt-lake-shrm-annual-401k-and-benefits-summit

Discount code: BenSumCUI26

See you soon!

Business transitions often require careful planning for retirement plans. Once a decision is made about the future of a ...
07/16/2026

Business transitions often require careful planning for retirement plans. Once a decision is made about the future of a 401(k) plan, plan sponsors typically need to address several operational and compliance considerations. Swipe through to learn more.

If your organization is navigating a business transition, contact us to discuss how thoughtful planning can help keep your 401(k) plan compliant and your employees informed.

Summer is the season most of us look forward to all year, and for many, that means vacation is finally on the horizon. B...
07/07/2026

Summer is the season most of us look forward to all year, and for many, that means vacation is finally on the horizon. But before you pack your bags, it is worth taking a moment to make sure your travel plans are financially sound. Swipe through this month's quiz to test your vacation spending knowledge and see how travel-ready your finances really are!

If you have questions about budgeting for your financial goals or want to talk through your overall financial picture, give us a call. We are here to support your financial journey.

The right 401(k) plan does more than help your employees save for retirement. It can also strengthen your business by re...
06/24/2026

The right 401(k) plan does more than help your employees save for retirement. It can also strengthen your business by reducing tax liability, improving employee satisfaction, and giving you a competitive edge in attracting and retaining top talent.

Our team is here to help you craft and manage your team’s 401(k) plan. From plan structure to employee communication tips, we are here to support you. Give us a call today, and we can get started.

Are you coming to the Social Security Webinar on April 9th at 12 PM MST?! 🥳We have already seen RSVPs coming in, but the...
03/30/2026

Are you coming to the Social Security Webinar on April 9th at 12 PM MST?! 🥳

We have already seen RSVPs coming in, but there’s still time to sign up!

As a reminder, below are the event details.

Date: April 9, 2026
Time: 12-1 PM MST
Location: https://us06web.zoom.us/webinar/register/WN_yZ1DYRZHRSCG64ea9dIFoQ #/registration

Looking forward to seeing you all there! 🥳

This spring, make sure your 401(k) plan is growing with your business. As your business evolves, your workplace retireme...
03/27/2026

This spring, make sure your 401(k) plan is growing with your business.

As your business evolves, your workplace retirement plan should evolve with it. An annual review can help ensure contributions, employer-match structures, and plan features are still aligned with your goals.

If your organization is considering updates or simply wants a spring check-in, our team is here to help. Give us a call today.

Now that 2026 is well underway, we wanted to share a reminder about 401(k) benchmarking with employers.In measuring your...
03/23/2026

Now that 2026 is well underway, we wanted to share a reminder about 401(k) benchmarking with employers.

In measuring your plan against peers in your industry, benchmarking offers helpful context as you consider your options for next year. And while it might seem early to be thinking about your 2027 plans, starting the process now can help ensure there is ample runway to act on improvements.

If you’re interested in starting the process or have questions, give us a call. We’re here to help make sure your plan is working hard for both you and your team.

Happy International Client’s Day! Today, we would like to thank each and every one of our clients for the opportunity to...
03/19/2026

Happy International Client’s Day! Today, we would like to thank each and every one of our clients for the opportunity to support your goals. It is an honor to serve you, and we do not take your trust for granted.

If there is anything we can do for you, give us a call. We are here for you, today and every day.

Join us on April 9th at 12:00 PM MST for our Why Social Security Matters webinar, hosted in partnership with Nuveen. We’...
03/17/2026

Join us on April 9th at 12:00 PM MST for our Why Social Security Matters webinar, hosted in partnership with Nuveen. We’ll cover key strategies to help you make informed decisions about your Social Security benefits. Save your spot and empower your retirement planning!

Address

7730 S Union Park Avenue, Suite 250
Midvale, UT
84047

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 12pm - 2pm

Telephone

+18015050548

Website

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