Displaying 1 - 5 of 5 results.
August 26, 2026
Beyond the NCUA Alert: Evaluating Alternative Assets in Benefits Prefunding Programs
NCUA's alert is about more than accounting On June 10, 2026, the NCUA issued an alert on the accounting treatment of annuity riders and limited partnerships that invest in life…
View Article →December 15, 2022 | Ask ALM
How Can My Credit Union Manage Volatility in its Pre-Funded Benefits Portfolio?
Total investments in pre-funded employee benefits programs have increased drastically as credit unions continue to navigate challenges in attracting and retaining talent amid rising benefits costs and tight labor market…
View Article →October 27, 2021 | Ask ALM
How Can My Credit Union Retain Talent & Boost Margins through Benefits Pre-Funding?
As credit unions continue to navigate challenges in hiring, talent retention, and demands for greater workplace flexibility, paying for rising benefits expenses is a common challenge. Financial institutions are focused…
View Article →February 24, 2021 | Ask ALM
Should credit unions re-evaluate their Pre-Fund plan options?
The past year has challenged many credit unions with ongoing margin pressure and lost interest income, pushing executive teams and boards to seek out additional income sources. To provide relief…
View Article →December 21, 2017 | Ask ALM
What Is the Best Approach to Offset Rising Employee Benefit Costs?
As many are aware, employee benefit costs continue to rise. As is the case with any problem, putting it off, though probably the easiest approach, is dangerous. There are many…
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