by Feminella, Amy | Sep 6, 2023 | Credit Union Advisors, Featured
Plan for Performance with a Suite of Solutions Whether you are actively looking ahead by six months, a year, or five years, it’s imperative to review, analyze, and update your compensation and benefit plans. You’ll need options, solutions, and a trusted advisor with a...
by Feminella, Amy | Aug 18, 2023 | Credit Union Advisors, Featured
What steps can your CU take to achieve sustainable growth? Growing your credit union is essential, and the first step toward this goal is for your board and management team to appreciate the importance of achieving sustainable growth for your Credit Union. For...
by Feminella, Amy | Dec 6, 2022 | Credit Union Advisors, NewcleusGives, We are Newcleus
Tacoma & Pierce County Credit Union (TAPCO CU) directed a $500 donation from NewcleusGives to Rebuilding Hope! Sexual Assault Center of Pierce County. At the MAXX, GoWest Annual Convention in Spokane, Washington, Newcleus Advisor Tedd Meyer had the privilege to...
by Feminella, Amy | Nov 10, 2022 | Credit Union Advisors, News, We are Newcleus
Watch Your Charitable Contribution Grow The CDA – It’s Not Magic Every year, credit unions miss out on contributing between $130 and $180 million to their communities and their favorite 501(c)3 charities. John Moreno, Director of Newcleus Credit Union Advisors,...
by Feminella, Amy | Oct 4, 2022 | Bank advisors, Compensation Advisors, Credit Union Advisors, News, Non-Qualified Plan Advisors, Qualified Plan Advisors
Strategic Plans Drive Change Clunky technology, lack of training and lawsuits were noted as industry challenges in a recent article about retirement plans and the state of the industry. On the other hand, the potential growth opportunities were glaring, particularly...
by Feminella, Amy | Oct 4, 2022 | Bank advisors, Compensation Advisors, Credit Union Advisors, News, Non-Qualified Plan Advisors, Qualified Plan Advisors
Is Your Advisor Compliance Savvy? Not all advisors are committed to making sure that your retirement 401(k) plan is on track and your process is up to date for the annual compliance report. Have they been available to walk you through the process and provide guidance...
