The Broker Innovation Lab celebrates brokers and other benefits stakeholders who have embraced the changing marketplace to position themselves and their business for future success
WASHINGTON - On its face a "phantom" stock plan doesn't sound like something that would have much of a chance in the non-profit credit union industry, but as competition for CU execs becomes more fierce it and other like plans may become a compensation option considered by more credit unions....
BRISBANE, Calif. and BLOOMINGTON, Minn. - O'Rourke, Sacher & Moulton (OSM), the leading credit union auditing and consulting firm in the U.S. has merged with RSM McGladrey, a leading accounting, tax and consulting firm for mid-size companies in the U.S. The merger, effective August 1, combines O'Rourke's 550 credit union...
ONTARIO, Calif. - While the IRS is handing out advanced tax refund checks, the CO-OP Network is offering members more surcharge-free ATMs. Through an agreement with St. Paul, Minnesota-based Access Cash International, Inc., a provider of self-service financial products, CO-OP Network's nine million cardholders now have 12,000 surcharge-free ATMs in...
WASHINGTON-CUNA Associate General Counsel Mary Dunn testified before the Internal Revenue Service (IRS) in opposition to its proposal on reporting of deposit interest paid to nonresident aliens. Dunn was the only credit union representative to testify. "We don't know how horrendous this is going to be," Dunn told Credit Union...
WASHINGTON - While Washington watchdogs continue to debate whether the $1.35 trillion tax cut will ultimately help or hurt the economy and whether the cuts are too beneficial for higher-income Americans, credit unions can start gearing up for the silver lining of the bill - retirement plan enhancements. Tax rebate...