Whitepaper

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

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50 minutes

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

Making investments to fund credit union employee and executive benefits programs is complicated. A key reason is that many credit unions have little or no experience with the types of investments the National Credit Union Administration rules allow to fund these benefits.

It’s not unusual for NCUA examinations to stop cold when examiners have questions about employee benefits funding programs. Sometimes, credit unions struggle to find supporting documentation. Or their board members and executives are unable to answer basic questions about the investment strategies and products they’ve deployed for employee/executive benefits.

This eBook can help you avoid these difficult, time-consuming examination glitches by showing you how to use a powerful tool the NCUA has installed: the online NCUA Examiner’s Guide.

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Create A Robust, Compliant Funding Program For Employee And Executive Benefits
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