Getting Our Hands Dirty

Written by John E. Pinto, President and CEO, Pentegra Retirement Services

Register for the webinar, “The 401(K) Plan of the Future,” presented by Pentegra Retirement Services and NAFCU Services on Wednesday, August 13, 2:00-3:00 p.m. ET. Register here.

It was not a typical day for retirement plan professionals, but it was certainly memorable.

On May 15, 2014, I had the pleasure of joining 15 of our passionate employees from our White Plains headquarters to clean gardens, dig in the dirt to plant flowers, and create crossword puzzle white boards. This was one of the most productive and fulfilling days—personally and professionally—we agree we’ve all had in a long time, and I guarantee that we will be doing it again soon! Read more

The Top 5 Myths about Executive Benefits

Guest post written by Christine Burns-Fazzi, Principal, Burns-Fazzi, Brock.

Burns-Fazzi, Brock (BFB) is the NAFCU Services Preferred Partner for Executive Compensation and Benefit Consulting.

There is a lot of mystery swirling around executive benefits. A well-designed  plan does more than pay for performance and longevity, or provide the ability to offer supplemental retirement benefits to key executives. While executive benefit plans are designed to recruit, reward, and retain senior executives, they are also arranged to have a positive impact on the credit union’s earnings. Of course, all of this must be accomplished with a constant eye on federal and state regulations.

While we all can agree on what an executive benefit plan is, it is equally as important to note what an executive benefit plan is not. Here are the top five common myths about executive benefit plans: Read more

Targeting and Influencing the Mass Affluent

Originally posted on the Deluxe blog.

Guest post written by Trevor Rasmussen, Content Marketing Manager, Deluxe Corporation.

Register for the webinar, “Hidden in the Data: Unlocking Insights that Improve Marketing ROI,” presented by Deluxe Corporation and NAFCU Services on Wednesday, May 14, 2:00-3:00 p.m. ET. Register here.

At Content Marketing World, Jonathon Lister, VP, North America Sales, Marketing Solutions for LinkedIn, shared a report conducted by LinkedIn and Cogent Research entitled “Influencing the Mass Affluent”. The report piggybacked on my last blog, “Don’t Fail to Use the Power of LinkedIn” so I wanted to continue the discussion around this vital group for financial institutions.

1. Who are the Mass Affluent? Read more

What Keeps Credit Union Executives Up at Night?

Originally posted on CUInsight.

By Randy Salser, President, NAFCU Services

Download a complimentary copy of the “Grow 2020: Driving Effective Member Engagement” paper here.

Credit union executives are facing more challenges than ever.  In November 2013, Sundeep Kapur of Allied Solutions conducted a study on the challenges facing credit unions.  The purpose of the resulting report is to:

  1. Release survey results highlighting the top concerns of 547 credit union executives
  2. Introduce prescriptive ideas for addressing these concerns
  3. Explore where we are headed over the next seven years Read more