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Is Your CFO a Flight Risk?

Is Your CFO a Flight Risk?

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...
Credit Unions are Hot on the Bank M&A Trail

Credit Unions are Hot on the Bank M&A Trail

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...
HSA Deductions Get a Boost

HSA Deductions Get a Boost

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....
The Solution to the Retirement Income Gap

The Solution to the Retirement Income Gap

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...
GROUP TERM PLANS AND THE FEAR OF RESPONSIBILITIES, TIME, and….UNDERWRITING

GROUP TERM PLANS AND THE FEAR OF RESPONSIBILITIES, TIME, and….UNDERWRITING

by Feminella, Amy | Jan 19, 2023 | Bank advisors, Compensation Advisors, Insights, Non-Qualified Plan Advisors

GROUP TERM PLANS AND THE FEAR OF RESPONSIBILITIES, TIME, and….UNDERWRITING by Richard Pearson, Newcleus COO   The following is only one strategy of many offered at Newcleus, but we find the plan type, general need, and context may be the most relatable for...
Strategic Plans Drive Change

Strategic Plans Drive Change

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...
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Recent Posts

  • Is Your CFO a Flight Risk?
  • 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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