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2011 recipient of Folio: Magazine's gold medal award for excellence in editorial content

What is Plan It™: Retire Ready Toolkit?
Plan It is an online toolkit designed to help you plan for—and achieve—a financially secure retirement. Create your personal profile and adjust the variables in your financial longevity calculator to see the results of different strategies. Engage with real-life people facing preretirement challenges, track your own retirement savings, print personalized charts, and make retirement to-do checklists. Learn from articles, tips, frequently asked questions, audio, and by experimenting with different calculators.

Why does Plan It appear on my credit union’s website?
Credit Union National Association grants a subscribing credit union a nontransferable right to make the contents of Plan It: Retire Ready Toolkit available to its members exclusively via its website. CUNA accepts no liability for, and the credit union shall be solely liable for, accuracy of material added or altered by the credit union as well as related compliance requirements.

CUNA & Affiliates offers links to other websites from Plan It as a service to subscribers. CUNA & Affiliates does not endorse, approve, or control external sites (or any specific commercial product or service their pages mention), or guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of information their pages contain.

Are the contents of Plan It copyrighted?
Members may download Plan It contents only for personal noncommercial use. All other rights reserved. Permission to reprint must be obtained in writing.

How can I contact Plan It staff?
Phone: 800-356-9655
Fax: 608-231-4370

Mailing address for editorial inquiries:
Plan It
Credit Union National Association, Inc.
P.O. Box 431
Madison, WI 53701-0431

Editorial and Business Staff
Kristina Grebener, vice president, consumer education & engagement
Patty Sigler, director, consumer education & engagement
Rena Crispin, managing editor
Jeremiah Tucker, assistant editor

Tonna Winkers, manager, member relationship management
Debbie Michels, coordinator, circulation and product fulfillment

Design and Production Staff
Kevin Knope, director, systems & support
Bob Alderson, manager, development & support
Chris Hill, senior programmer
Fiona Abbott, programmer
Linda Napiwocki, manager, design and production
Diane Long, graphic designer

Address subscription-related correspondence to: Plan It, P.O. Box 461, Annapolis Junction, MD 20701-0461; 800-348-3646.


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