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Easy Solutions to Your Failed Non-Discrimination Test 

Easy Solutions to Your Failed Non-Discrimination Test 

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...
Credit Union M&A Tip – Do the Math on Comp

Credit Union M&A Tip – Do the Math on Comp

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...
Can you retire on $1M?

Can you retire on $1M?

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...
Live longer. Retire with security.

Live longer. Retire with security.

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...
Set It and Forget It – Are You Ready for Retirement?

Set It and Forget It – Are You Ready for Retirement?

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...
Banks and Credit Unions Choose Lifetime Retirement Benefit LINQS+

Banks and Credit Unions Choose Lifetime Retirement Benefit LINQS+

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...
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  • Credit Unions are Hot on the Bank M&A Trail
  • HSA Deductions Get a Boost
  • The Solution to the Retirement Income Gap
  • Easy Solutions to Your Failed Non-Discrimination Test 

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