Keep Turning the Hourglass

John Pesh, CCE Photo
Director of Executive Benefits
TruStage

Directors’ due diligence for supplemental executive retirement plans can’t stop, especially as new rules and clarifications point to tighter regulatory oversight.

Directors’ due diligence for supplemental executive retirement plans can’t stop, especially as new rules and clarifications point to tighter regulatory oversight.
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Charitable Donation Accounts 2016

John Pesh, CCE Photo
Director of Executive Benefits
TruStage

For credit unions, donating money to charities isn’t just a humanitarian act; it’s an investment in making your communities better places to live. And as a result of December 2013 National Credit Union Administration rule changes described in more detail below, you can now make these donations from a charitable donation account that uses otherwise impermissible and potentially higher-yielding investments to generate the funds.

The advantage of doing so is twofold:

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Benefits Pre-Funding in Action

John Pesh, CCE Photo
Director of Executive Benefits
TruStage

Two CUs describe the benefits they've received under NCUA's amendment to Regulation 701.19.

Two CUs describe the benefits they've received under NCUA's amendment to Regulation 701.19.
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