by Feminella, Amy | Aug 14, 2024 | Insights, Non-Qualified Plan Advisors, Qualified Plan Advisors, Retirement Plan Advisors, We are Newcleus
Is Your CFO a Flight Risk? Your chief financial officer holds a role of ever-increasing importance for your organization’s bottom line. Management consulting firm Russell Reynolds Associates Global CFO Turnover Index found that turnover for CFOs spiked in Q1 2024, on...
by Feminella, Amy | Jun 12, 2024 | Insights, Non-Qualified Plan Advisors, Qualified Plan Advisors, Retirement Plan Advisors, We are Newcleus
Credit Unions are Hot on the Bank M&A Trail Just a few months into 2024 and 22 bank acquisition deals were announced. But, most significant, according to S&P Global Market Intelligence data of US bank deals announced in early 2024, is that credit unions were...
by Feminella, Amy | May 22, 2024 | Insights, Non-Qualified Plan Advisors, Qualified Plan Advisors, Retirement Plan Advisors, We are Newcleus
HSA Limits Have Increased HSA Deductions Get a Boost: Employees who have health savings accounts (HSA) and employers contemplating adding a high deductible healthcare plans (HDHP) can allow employees to take advantage of the latest increase in the contribution limits....
by Feminella, Amy | Apr 17, 2024 | Insights, Non-Qualified Plan Advisors, Qualified Plan Advisors, Retirement Plan Advisors, We are Newcleus
The Solution to the Retirement Income Gap Consider NQDC to Build Value and Reward Your Best Talent There’s growing interest in designing and deploying innovative compensation benefits and non-qualified deferred compensation (NQDC) because of the value they...
by Feminella, Amy | Apr 15, 2024 | Compensation Advisors, Credit Union Advisors, Insights, We are Newcleus
Easy Solutions to Your Failed Non-Discrimination Test Have you failed a 401(k) non-discrimination test this year? Did you or your employees have to take a refund from your 401(k) due to non-discrimination test failure? Have you maxed out your 401(k) contribution for...
by Feminella, Amy | Mar 11, 2024 | Compensation Advisors, Credit Union Advisors, Insights, We are Newcleus
Credit Union M&A Tip – Do the Math on Comp “Credit unions will face stiffer competition for bank deals in 2024. CUs’ appetites for bank deals won’t wane this year, but potential buyers are expected to face more hurdles,” according to research from S&P Global...
by Feminella, Amy | Jan 24, 2024 | Bank advisors, Compensation Advisors, Credit Union Advisors, Insights, News, We are Newcleus
Retire on $1M? Do you think it’s possible to retire on $1M? It’s never too early to relook at your retirement offerings and the potential for guaranteed lifetime income options. There are some reports and surveys out recently that talked about how long $1...
by Feminella, Amy | Jan 23, 2024 | Bank advisors, Compensation Advisors, Credit Union Advisors, Insights, News, We are Newcleus
Live longer. Retire with security. The data is pretty clear – average life expectancy has risen by 16 years since the national retirement age was set at 65. According to a recent article in USA Today, the average American lives between 70 and 80 years; 73.5 for men...
by Feminella, Amy | Jan 17, 2024 | Bank advisors, Compensation Advisors, Credit Union Advisors, Insights, News, We are Newcleus
Set It and Forget It – Are You Ready for Retirement? Are you thinking about your retirement? Or, how about the cost of replacing that key individual who you have identified as your possible successor? Bank Director’s 2023 Compensation Survey reported, “Concern...
by Feminella, Amy | Jan 4, 2024 | Bank advisors, Compensation Advisors, Credit Union Advisors, Insights, News, We are Newcleus
Banks and Credit Unions Choose LINQS+, a Lifetime Retirement Benefit Banks and credit unions across the country – from Massachusetts to NJ to Georgia to California – have incorporated a benefit solution in their compensation packages that retains top talent with a...
