A Year-End IRA Program Checklist for Your Credit Union

It’s almost December, which means it’s time for “making a list and checking it twice”—a task that doesn’t apply only to your holiday gift list! Taking the appropriate year-end steps at your credit union in these final months of the year can help ensure smooth sailing for the upcoming tax reporting season.

We reached out to our IRA experts at Ascensus, to get the skinny on what your credit union should start thinking about doing now and in December to make sure you’re in good shape for the busy IRA distribution and reporting season coming up. We made the list, now you check it twice!

Read more

Top Six (Free) Webcasts in the NAFCU Services Library

Our partners are on the front lines with credit unions every day, and while you may only have experience with your credit union, the odds are that our Preferred Partners have worked with hundreds or even thousands. They can bring perspective and common problem-solving to bear on practically any topic.

At NAFCU Services, we try to help the knowledge transfer process by capturing the expertise of our Preferred Partners in digital format—in webcasts, webinars, podcasts and white papers that are archived in our NAFCU Services Partner Library. We are up to 180 and counting, and best of all they are free to ALL credit unions!

Check out our top six most popular webcasts over the last couple of years:

Read more