Washington Asset Building Coalition ‘Take Flight’ Conference Coming Soon

The May 25 conference will focus on four specific asset building strategies, featuring speakers and interactive discussions.

Calling Oregon Credit Unions: Take Survey by Monday to Help State Increase Access to Financial Education

Oregon credit unions have an opportunity to be part of a Financial Literacy Working Group the State Treasurer is establishing in March. Fill out a quick survey by February 29 to earn a seat at this important table.

Compliance Center: IRS Reminds Taxpayers About Retirement Plan Distribution Deadline

Here’s what the IRS has to say about required minimum distributions; your question answered about recouping waived settlement costs on a member business loan; plus this week’s legal briefs.

Rethink Your Credit Union’s Retirement Plan Goals

CUNA Mutual Group highlights the importance of following through to make sure your employees are actually on track for retirement. Their new website helps you do just that.

Governor Brown Signs Oregon Charter Enhancement Bill Into Law

The bill’s signing marks a successful legislative season for Northwest credit unions and makes a number of strategic enhancements to the Oregon Credit Union Act.

Study: Online Calculators Improve Probability of Saving Enough for Retirement

Do your employees know how much they’ll need to retire? An online calculator takes the guesswork out of retirement planning.

Oregon Legislative Update: First Deadline in Oregon Capitol Reached

With credit union bills already passed houses of origin and moving forward, the first critical deadline of the legislative season leaves other bills ‘dead.’

Turn Your Succession Plan Into a Succession Strategy

Choosing a successor isn’t enough. Your credit union needs a plan to retain and recruit top executives to meet your long-term strategic goals.

SB582 Took a Step Forward Passing out of the Senate This Week

Senate Bill 582, legislation to improve the Oregon Credit Union Act, took a step forward passing out of the Senate this week.

Consumer Behavior Expert to Share Insight at Amplify

Combining the studies of psychology, sociology, finance, economics and marketing, consumer behavior expert Punam Keller can help credit unions understand what members want from their FIs. She’s a keynote speaker at Amplify Convention in October.

Six Steps to Improving Your Employees’ 401(k) Plan Results

Having a 401(k) is second only to health insurance on employees’ list of most important benefits. If your credit union has already taken the crucial step of having a retirement plan in place, consider these additional steps from CUNA Mutual Group to help employees make good decisions about their plans.

Left-Behind 401(k) Accounts: Here Are Two Common Mistakes to Avoid

If you have a 401(k) account still being administrated by a former employer, avoid two common—and potentially very costly—mistakes people make in this situation: cashing out the account early or ignoring the account.

Award Honors CUNA Mutual Group’s Mobile Application for Retirement Planning

CUNA Mutual Group has been ranked No. 19 in this year’s InformationWeek 500—a list of the top technology innovators in the U.S. The company was honored for its Retirement Radar mobile annuity planning application.

CMG: Prepare for Misunderstandings About New Retirement Plan Fee Disclosures

Credit unions have 4 days left to provide detailed information about employee retirement plan fees. Is your HR Department ready for the questions?

CUNA Mutual Group Demonstrates Its Value of Supporting Credit Unions Through Difficult Times

Jeff Post, president and CEO of Strategic Link strategic partner CUNA Mutual Group, explains some of the many ways the organization supported credit unions throughout last year’s economic and social turbulence.

MountainCrest CEO’s Retirement Honoraria to Benefit ‘BizKid$’ and DE Training

Bob Schumacher, CEO of MountainCrest Credit Union in Everett, Wash., will be retiring in December. Friends and colleagues are celebrating nationwide with honoraria gifts to the NCUF targeting two causes: ‘Biz Kid$’ and the Credit Union Development Education program.

IRA Essentials Workshop: An Energetic Twist on Retirement Savings

There is still time to register for Paul Kern’s IRA Essentials Workshop. Scheduled for October in both Oregon and Washington, attendees will gain the IRA knowledge necessary to confidently work with IRA owners and process basic IRA transactions.

NCUA Addresses Garnishment of Accounts with Federal Benefits

The NCUA has offered guidance to help credit unions comply with a joint interim final rule that addresses garnishment of accounts that include federal benefits payments.