FreeERISA.com offers several databases that can help you identify companies in your market that offer qualified retirement plans. They also offer one database of "Top ...

I received a call from a customer today saying that he hadn't received his access code, needs to use the site, and when can he ...

January is a month when successful financial advisors set goals for the New Year. Here's a three-part goal you may want to consider for reaching ...

Last month, we offered ideas on how to use FreeERISA's 5310 database of terminating pension plans to generate leads in your market. This month, let's ...

Records are made to be broken. This is the largest weekly issue of Credit Union Times ever published. Yet, the fact that you are holding a record-breaking 120-page issue in your hands is less important to you as a reader than what our editorial staff has written to fill these...

Many years ago, the proliferation of vicious and unscrupulous loan sharks gave impetus to the formation of a new idea called credit unions. It wasn't long before these member-owned cooperatives began to replace the sharks as lenders of last resort. But the loan sharks never went completely away. They are...

More and more credit unions are declaring larger and larger bonus dividends. What a terrific opportunity this presents for loyalty-building member communications, and nonmember public relations, for both individual credit unions and for all credit unions in general. However, believe it or not, there can be a downside to paying...

It's easy to criticize various credit union individuals and groups, but there comes a time to pass out well-deserved kudos too. Kudos to the folks at the California Credit Union League responsible for the program at the league's annual Big Valley Educational conference scheduled for next March 14-16. Among the...