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PARC Street Partners Video Series
Video
November 14, 2024
PARC Street Partners Interview with Michael Lawson (part 2)
PARC Street Partners Interview with Michael Lawson (part 2)
PARC Street Partners Interview with Michael Lawson (part 2)
By Bruce Smith, CFA , Christopher Jones, ChFC, CLU

7:50
a broken dollar sign is being repaired
Article
April 11, 2024
CFO Focus: How A Broken SERP Was Repaired
CFO Focus: How A Broken SERP Was Repaired
CFO Focus: How A Broken SERP Was Repaired
By Matthew Butler

6 minutes
woman dropping a coin into a piggy bank while working on budget at her desk
Article
November 17, 2023
Advance Your Personal Finance
Advance Your Personal Finance
Advance Your Personal Finance
By Amy Freed Stalzer, CAE

9 minutes
Chris Jones podcast
Podcast
November 02, 2023
Executives and CUs Can Win the Financial Game Together
Executives and CUs Can Win the Financial Game Together
Executives and CUs Can Win the Financial Game Together
By Chris Jones

25:56
blue white puzzle shortfall fill it
Blog
September 13, 2023
Are Your Top Execs’ Retirements Sufficiently Funded?
Are Your Top Execs’ Retirements Sufficiently Funded?
Are Your Top Execs’ Retirements Sufficiently Funded?
By Chris Richardson

5 minutes
a successful businesswoman looks out at the lit up city skyline
Blog
August 24, 2023
Leveraging SERPs to Grow Your Credit Union
Leveraging SERPs to Grow Your Credit Union
Leveraging SERPs to Grow Your Credit Union
By Robert Fitzgerald, Jr.

4 minutes
mature executive and young executive work on laptop in office
Blog
November 16, 2022
How Can Credit Unions Fulfill the Needs of a Multigenerational Workforce?
How Can Credit Unions Fulfill the Needs of a Multigenerational Workforce?
How Can Credit Unions Fulfill the Needs of a Multigenerational Workforce?
By Carolyn Hondo Fedor

2 minutes
hand holds mini black umbrella over small piggy bank
Article
August 16, 2022
Beyond Business As Usual: A Guide To Executive Benefits Amidst Mergers
Beyond Business As Usual: A Guide To Executive Benefits Amidst Mergers
Beyond Business As Usual: A Guide To Executive Benefits Amidst Mergers
By H. David Wright

6 minutes
two peas in a pod
Article
November 04, 2021
BOLI and Benefits: Two Peas in a Pod
BOLI and Benefits: Two Peas in a Pod
BOLI and Benefits: Two Peas in a Pod
By Scott Richardson, CLU, ChFC

5 minutes
spiral notebook with words What’s Your Plan stacked on purple and teal books next to potted succulent plant
Article
February 01, 2021
Three New Reasons to Adjust Executive Retirement Plans
Three New Reasons to Adjust Executive Retirement Plans
Three New Reasons to Adjust Executive Retirement Plans
By John Pesh, CCE

12 minutes
turning orange arrow
Article
October 09, 2020
Four Reasons for RVA Financial’s Rapid Turnaround
Four Reasons for RVA Financial’s Rapid Turnaround
Four Reasons for RVA Financial’s Rapid Turnaround
By Jack Parker, Eric Earle

5 minutes
executive increases income on green slider
Blog
October 01, 2020
Turn Your Credit Union’s SERP Liability Into Net Income
Turn Your Credit Union’s SERP Liability Into Net Income
Turn Your Credit Union’s SERP Liability Into Net Income
By Bruce Smith, CFA

5 minutes
hand holding old fashioned alarm clock with yellow sticky note reading TIME FOR REVIEW
Article
September 17, 2020
Four Reasons to Reassess Supplemental Executive Benefits Now
Four Reasons to Reassess Supplemental Executive Benefits Now
Four Reasons to Reassess Supplemental Executive Benefits Now
By Andy Roquet

5 minutes
hands holding a CEO turning the ship's wheel
Whitepaper
December 29, 2019
Changing of CEO Guard Could Transform Benefits
Changing of CEO Guard Could Transform Benefits
Changing of CEO Guard Could Transform Benefits
By CUNA Mutual Group

9 minutes
ring of old iron keys on a white wooden background
Article
July 01, 2019
Keys for Succession Planning
Keys for Succession Planning
Keys for Succession Planning
By Diane Franklin

10 minutes
suit on mannequin with tailor’s marks and measuring tape
Article
December 10, 2018
How to Right-Size a SERP
How to Right-Size a SERP
How to Right-Size a SERP
By Eric Earle 

4 minutes
sign that says what-if analysis on a yellow background
Blog
December 11, 2017
Answer the Deferred Comp 'What-ifs'
Answer the Deferred Comp 'What-ifs'
Answer the Deferred Comp 'What-ifs'
By John Pesh, CCE

3 minutes
committee meeting asian woman
Article
December 04, 2017
Committee Work Key to Effective Executive Benefits
Committee Work Key to Effective Executive Benefits
Committee Work Key to Effective Executive Benefits
By John Pesh, CCE

4 minutes
holes in red knitted fabric
Article
November 03, 2017
How Holes Appear in Executive Benefits Plans
How Holes Appear in Executive Benefits Plans
How Holes Appear in Executive Benefits Plans
By Andy Roquet

3 minutes
Financial concept about 457b Tax Rules with inscription on the page
Article
October 10, 2017
Still Important to Heed Proposed 457 Rules
Still Important to Heed Proposed 457 Rules
Still Important to Heed Proposed 457 Rules
By Scott Albraccio

5 minutes
Article
September 08, 2017
A 7-Point SERP Checklist
A 7-Point SERP Checklist
A 7-Point SERP Checklist
By Scott Albraccio

3 minutes
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May 2024 magazine cover

 
 
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