TruStage | CU Management

Three Common Misconceptions About Benefits Pre-Funding Investments

by Danielle Scodellaro

Executive Benefits Specialist

Cuna Mutual Group Executive Benefit Solutions

Make programs that offset benefits costs—and therefore qualify for non-703 investments—part of your overall income strategy.

Setting Up a Foundation

by CUNA Mutual Group

This guide will help you decide whether to set up a charitable foundation and describe the steps to take if you wish to go forward.

How Can a Charitable Donation Account Support a Credit Union’s Giving Strategy?

by Andy Roquet

Senior Executive Benefits Specialist

CUNA Mutual Group

Insight into what a CDA is and how such an account can be implemented

Start Planning Post-COVID-19 Investment Strategies Now

by John Pesh, CCE

Director of Executive Benefits

TruStage

CARES Act impacts—followed by rising interest rates during a lengthy recovery—can make non-703 investments for benefits pre-funding and CDA programs worth another look.

What 401(k) Admins Need to Know About the SECURE Act

Some of the act’s key provisions have already kicked in.

Three Ways to Avoid NCUA Exam Red Flags

by John Pesh, CCE

Director of Executive Benefits

TruStage

Common triggers for an ‘expanded scope’ look by regulators

Using the Online NCUA Examiner's Guide to Manage Employee & Executive Benefits Funding

by CUNA Mutual Group

This e-book can help you avoid difficult, time-consuming examination glitches.

The Big Picture of Split-Dollar Agreements

by Andy Roquet

Senior Executive Benefits Specialist

CUNA Mutual Group

Two strategies for strengthening executive compensation while staying flexible enough to accommodate your leadership continuity plan

Succession Planning: The Lateral Way to the Top

by Andy Roquet

Senior Executive Benefits Specialist

CUNA Mutual Group

‘Internal mobility’ is how to develop leaders who drive growth; the right benefits will help retain them.

Create A Robust, Compliant Funding Program for Employee and Executive Benefits

by CUNA Mutual Group

Using the Online NCUA Examiner’s Guide to your best advantage

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Make programs that offset benefits costs—and therefore qualify for non-703 investments—part of your overall income strategy.

This guide will help you decide whether to set up a charitable foundation and describe the steps to take if you wish to go forward.

Insight into what a CDA is and how such an account can be implemented

CARES Act impacts—followed by rising interest rates during a lengthy recovery—can make non-703 investments for benefits pre-funding and CDA programs worth another look.

Some of the act’s key provisions have already kicked in.

Common triggers for an ‘expanded scope’ look by regulators

This e-book can help you avoid difficult, time-consuming examination glitches.

Two strategies for strengthening executive compensation while staying flexible enough to accommodate your leadership continuity plan

‘Internal mobility’ is how to develop leaders who drive growth; the right benefits will help retain them.

Using the Online NCUA Examiner’s Guide to your best advantage

Elevate your leadership potential with the latest from CUES

You have reached your limit of two, free pieces of content this month. Please subscribe for more.

Access more content when you subscribe.