Blogs & Articles

Non profits are always looking for ways to do more with less. These organizations are accountable to their Boards of Directors, donors, and to government oversight post submission of their form 990. All things considered [...]

Succession planning is essential for any organization, but it holds particular significance in credit unions. These member-owned institutions rely heavily on stable leadership […]

Compensation guidelines for nonprofits and tax-exempt organizations help ensure salaries are reasonable, but not excessive, and are reported honestly each year. […]

Employee benefits are a necessary recruitment and retention tool for credit unions to compete with other employers for top talent—and life insurance is often a key component of these benefit packages [...]

Providing a supplemental executive retirement plan (SERP) to key executives significantly enhances an organization’s ability to attract, reward, and retain its most important people. One of the most popular SERP designs used by credit unions is a 457(f) plan. [...]

Life insurance is more than what meets the eye. Forbes writes that life insurance is primarily purchased for risk management. How so? Life insurance helps families manage the risk of financial survival after the loss of a breadwinner. [...]