TruStage | CU Management

Four Steps for Dealing with Excise Tax

by Andy Roquet

Senior Executive Benefits Specialist

CUNA Mutual Group

No grandfather provision so far for deferred comp plans

Open-Book Executive Benefits Exam

by John Pesh, CCE

Director of Executive Benefits

TruStage

Four ways to use NCUA’s guide to strengthen your approach

Steps Boards Can Take to Promote Diversity, Equity & Inclusion in a Transformational Way

by Angela Russell

VP/Diversity, Equity and Inclusion

CUNA Mutual Group

Angela Russell, VP/diversity, equality and inclusion at CUNA Mutual Group, Madison, Wisconsin, describes in this video several specific steps boards can take to support diversity, equity and inclusion at their credit unions. She also talks about the difference between making "transactional" and "transformational" change in this area.

Key Strategies for Setting Up a Diversity & Inclusion Program

by Angela Russell

VP/Diversity, Equity and Inclusion

CUNA Mutual Group

Angela Russell, VP/diversity, equality & inclusion, CUNA Mutual Group, Madison, Wisconsin, describes how those leading diversity & inclusion programs need to know why they’re doing it (because it’s not always going to be easy); obtain a high level of support from executives at the top of their organizations; secure resources; approach the work with a sense of “confident humility”; and learn to manage pushback.

Using Charitable Donation Accounts to Be More Strategic in Your Giving: An Interview With Andy Roquet

by Andy Roquet

Senior Executive Benefits Specialist

CUNA Mutual Group

CDAs can enhance credit unions’ ability to make charitable donations in their communities.

How to Pass NCUA Exam of Benefits Funding

by John Pesh, CCE

Director of Executive Benefits

TruStage

Four precautions can prevent common exam complications.

Five Ways to Prepare for New Excise Tax

by John Pesh, CCE

Director of Executive Benefits

TruStage

Now that the tax has been law for most of a year, let’s review some best practices based on the most practical responses we’ve seen credit union boards take.

What ‘Due Diligence’ in Benefits Investing Means

by John Pesh, CCE

Director of Executive Benefits

TruStage

Learn how examiners review your employee benefits funding program.

Should You Be Buying Into BOLI?

by James Lenz

Professional Development Manager

CUES

CUNA Mutual Group’s Fred Palmer explains business-owned life insurance and how it can work as an investment for credit unions in Episode 59 of the CUES Podcast.

Four Steps for Dealing with Excise Tax

No grandfather provision so far for deferred comp plans

Open-Book Executive Benefits Exam

Four ways to use NCUA’s guide to strengthen your approach

Steps Boards Can Take to Promote Diversity, Equity & Inclusion in a Transformational Way

Key Strategies for Setting Up a Diversity & Inclusion Program

Using Charitable Donation Accounts to Be More Strategic in Your Giving: An Interview With Andy Roquet

CDAs can enhance credit unions’ ability to make charitable donations in their communities.

How to Pass NCUA Exam of Benefits Funding

Four precautions can prevent common exam complications.

Five Ways to Prepare for New Excise Tax

Now that the tax has been law for most of a year, let’s review some best practices based on the most practical responses we’ve seen credit union boards take.

What ‘Due Diligence’ in Benefits Investing Means

Learn how examiners review your employee benefits funding program.

Should You Be Buying Into BOLI?

CUNA Mutual Group’s Fred Palmer explains business-owned life insurance and how it can work as an investment for credit unions in Episode 59 of the CUES Podcast.

Should Your CU Be Buying into BOLI, an interview with Fred Palmer

We define what BOLI is, the benefits and risks of investing, and the potential BOLI has for various credit unions.

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