7 Key Risks of Funding Benefits Programs
NCUA Examiner’s Guide covers often-misunderstood investments.
NCUA Examiner’s Guide covers often-misunderstood investments.
Adjusting Deferred Compensation
In the wake of the Great Recession, Railway CU effectively modifies its CEO’s plan.
In the wake of the Great Recession, Railway CU effectively modifies its CEO’s plan.
Online NCUA Examiner’s Guide
Making investments to fund employee and executive benefits programs can be complicated, because the NCUA rules allow credit unions to make investments that many have little or no experience with.
It’s not unusual for these investments to stop NCUA examinations cold. Sometimes, credit unions struggle to find supporting documentation, or board members and executives are unable to answer basic questions about the investment strategies and products they’ve deployed to, for example, pre-fund employee health plan expenses, fund a CEO’s 457(f) plan, etc.
What Is ‘Split-Dollar’ Life Insurance?
An explanation of “split-dollar” life insurance premium and death benefit arrangements between credit unions and executives.
An explanation of “split-dollar” life insurance premium and death benefit arrangements between credit unions and executives.
The Not-Too-Deferred Compensation Plan
NorthCountry FCU rewards and encourages loyalty by custom-fitting benefits to exec’s life stage and priorities
NorthCountry FCU rewards and encourages loyalty by custom-fitting benefits to exec’s life stage and priorities
Deferred Compensation: Not Just for CEOs
American Heritage FCU expands leadership retention program across top tier.
American Heritage FCU expands leadership retention program across top tier.
New Tax Reform and Its Impact on Executive Benefits Expenses, an Interview with John Pesh
CUES Podcast 46
Discover how the provision of the excise tax can greatly impact credit union organizations
Answer the Deferred Comp 'What-ifs'
Why CUs and executives need separate attorneys when forging supplemental retirement plan agreements
Why CUs and executives need separate attorneys when forging supplemental retirement plan agreements
Committee Work Key to Effective Executive Benefits
Your executive or finance committee should take these four steps to put in place the best possible supplemental executive retirement plans.
Your executive or finance committee should take these four steps to put in place the best possible supplemental executive retirement plans.
How Holes Appear in Executive Benefits Plans
Don’t let outside forces turn your incentive program into a leaky bucket.
Don’t let outside forces turn your incentive program into a leaky bucket.