Networking Councils and Seminars plug you into the people and ideas shaping the Credit Union Movement here in the Northwest and beyond. Buy a Council Membership and register for a 2016 Seminar today.
Solarity Credit Union kicked off its third-annual financial education season last Thursday with a no-cost seminar on personal financial record management.
We have several IRA accounts that were opened 10 or more years ago. Our statements are being returned, and our members have not contacted us. At what point do these become dormant and get sent to the state?
If a member inherits funds from his mother’s traditional IRA, can the member “roll over” the inherited funds from the mother’s account into a new IRA account?
Under the remittance transfer rules, how long does a member have to cancel a remittance transfer?
In a Uniform Transfers to Minors Account (UTMA), when does the minor get access to the funds? At 18? 21? 25?
Who is the “member/customer” when an account is opened by an individual who has power of attorney (POA)?
If we open an estate account, do we qualify the executor or the deceased member for eligibility?
Holly Herman will be the featured presenter at the NWCUA’s Woman Up Seminar, a one-day event held April 19 to help women in the movement advance their careers and excel as leaders. Here she writes about six keys to keeping staff motivated.
Olympia Credit Union alerted the Washington Department of Financial Institutions Monday that counterfeit checks bearing the credit union’s name are surfacing in the area. The checks are apparently being mailed from an area H&R Block branch.
On a constantly changing compliance landscape, IRA training is advised every year. Paul Kern will lead an October workshop for NWCUA members, and promises to make a typically complex topic fun to learn.