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MADISON, Wis. - CUNA Mutual Group will begin sending out revamped retirement account statements this month to some 60,000 CU employees, or about 35% of full-time staffers in the nation's CUs. Most of the 60,000 retirement account holders are participants of 401(k) plans, with others participants in money purchase and...
ALBUQUERQUE, N.M. - The New Mexico Credit Union League, convinced cyberspace is the vehicle to reach young people, is offering an innovative education package making use of teen "message boards," Web sites and youth-written newsletters to convey a pro-CU message. The program, called "CU Succeed," expects to sign up eight...
NAFCU only has a staff of 56, but its 1,000 member CUs would never know it. NAFCU leaders say its staff strives to be responsive to all of its member CUs, taking a hands-on approach. Long-known for its regulatory and compliance expertise, NAFCU has been working on increasing its profile...
Does your credit union's strategic plan include objectives such as increasing the number of member relationships and becoming your members' primary financial institution? If it does, "Should your credit union originate mortgage loans and retain servicing on members' mortgages?" Sometimes the obvious answer is not correct. Credit union managers typically...
WASHINGTON-The House Financial Services Committee passed H.R. 1408, the Financial Services Antifraud Network Act, introduced by freshman Congressman Mike Rogers (R-Mich.). The legislation aims at creating an antifraud network between the nation's more than 250 financial regulators to share information in hopes of better preventing financial fraud schemes. The bill...
WASHINGTON-CUNA Associate General Counsel Mary Dunn testified before the Internal Revenue Service (IRS) in opposition to its proposal on reporting of deposit interest paid to nonresident aliens. Dunn was the only credit union representative to testify. "We don't know how horrendous this is going to be," Dunn told Credit Union...
Columbia Credit Union, Vancouver, Wash., has named Lisa D. Peake and Craig A. Knipe registered representatives with Financial Network Investment Corporation. In addition, CCU has promoted Michael Florea to assistant vice president of information and technology services. Utah League of Credit Unions, Salt Lake City, has appointed the following officers...
TORONTO - CUNA Mutual Mortgage unveiled the newest version of its online mortgage application at CUNA Mutual Group's Discovery Conference here (see special report on pages 14 &15 for other mortgage-related stories ). One of the major enhancements of the new solution - MEMBERS Choice Net Mortgage Plus - is...
AUSTIN, Texas - Firms making their living on the Internet find the path to profitability a tough one. Internet solutions provider FundsXpress says it will be there by year-end. To help buoy the company until the profitability stage, FundsXpress has received commitment for an additional $10 million investment from current...
WASHINGTON - The total number of credit unions with more than $1 billion in assets has reached an all time high of 48, according to a Callahan & Associates analysis of first quarter data. Crediting the sudden surge in assets at the top to the slowdown in the nation's economy,...
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Download ResourceFrom SwellSpace
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Download ResourceFrom RxBenefits
This discussion guide is designed to help benefits advisors quickly understand current and potential clients’ requirements to build the perfect, tailored pharmacy benefits solution.
Download ResourceFrom Gallagher
Mistakes happen in retirement plan administration, but they can cost you time, money, and trust. This guide will help identify and resolve 401(k) errors quickly to save significant costs and maintain compliance.
Download ResourceFrom SwellSpace
Discover detailed strategies for creating compelling content that engages employees across generations and drives positive outcomes for your organization. By understanding generational communication preferences, HR can develop tailored strategies that engage each group effectively, helping them make the best benefits choices.
Download ResourceFrom Ivím at Work
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Download ResourceFrom SwellSpace
Amidst rising healthcare costs and evolving employee expectations,discover how to distinguish yourself in a crowded market, retain clients, and grow your business by meeting the challenges employers face today. Get actionable strategies in this white paper.
Download ResourceFrom Ivím at Work
As obesity rates soar and new treatments like GLP-1s emerge, understanding coverage options has never been more critical. This guide can help you navigate the complexities of obesity treatment to find an effective, sustainable solution for your clients.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Read on to get the need-to-know compliance considerations before you offer a Medical Expense Reimbursement Plan (MERP).
Download ResourceFrom Gallagher
Learn key strategies to help ensure nondiscrimination testing (NDT) compliance and strengthen your workforce retirement plans. This guide provides actionable insights to keep plans compliant and attractive.
Download ResourceFrom Gallagher
Discover why the latest Federal Funds Rate cut could bring more than a ripple effect to your pension plans. This comprehensive guide breaks down potential shifts in long-term interest rates and offers strategic actions to protect your balance sheet.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
In this case study, read how PSG’s broker introduced them to first-dollar coverage.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Offer a new plan to make a meaningful difference for your clients and boost your business.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Employee health equity is a key concern among your prospects, even if they don’t acknowledge it directly. This guide demonstrates how you can help your clients deliver more cost-effective and equitable benefits.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Discover innovative solutions to help your clients overcome cost barriers in health insurance.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
You can bet that many of your employer clients will be considering alternative funding models as they shop around for health plans this year. Download this short guide to learn about the difference between MERPs and HRAs, why they matter and how you can provide your clients with lower costs, more flexibility and greater satisfaction.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Discover how other brokers have transformed their approach to winning new business. Learn about a unique solution that combines first-dollar coverage with a Medical Expense Reimbursement Plan (MERP), that eliminates financial barriers to care and reduces claims, including ER claims. It's a win for enrollees, employers and HR departments.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Explore alternative plan designs, including HSAs, HRAs, QSEHRAs, ICHRAs, and MERPs, in this brief e-book.
Download ResourceFrom RxBenefits
Get actionable steps to help your clients lower their pharmacy spend, improve plan performance, and increase employee satisfaction.
Download ResourceFrom Optavise
Download this white paper to explore how voluntary benefits serve as crucial risk management tools for employers, mitigating the financial burden of workers’ compensation.
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