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    What you need to know about NCUA’s 5300 Call Report updates

    Credit unions are required by the National Credit Union Association (NCUA) to submit a quarterly 5300 Call Report. 

    The quarterly Call Report provides the NCUA with updated financial and statistical data on each financial institution’s assets, income and financial condition, which can be used to assess credit unions’ overall financial health and risk profiles.

    May 25, 2023 | 3 min read

    InvestmentsFinancial literacy

    Who do Americans trust for financial advice? The answers may surprise you

    Many Americans find it a challenge to build a more financially secure future due to higher inflation, rising interest rates and volatile market conditions. And many are, in fact, struggling to grow their wealth. The U.S. median real household income fell 2.9% between 2019 and 2020.1

    May 17, 2023 | 3 min read


    Fiduciary follow-up: understand & address your fiduciary personal liability

    Offering your employees benefits like a qualified retirement savings plan is an important part of business recruiting and retention, but it’s more than that.  Your retirement plan offering can help demonstrate that you value your employees’ wellbeing and care about their future financial security — even after they leave your organization.

    May 10, 2023 | 3 min read

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    WellnessInvestmentsFinancial literacy

    Build a culture of financial literacy & help employees understand key investing concepts

    Eighty-five percent of Americans report feeling stressed about their personal finances, so it’s smart to assume at least some plan participants could use a little extra help addressing their biggest financial concerns.1 

    May 03, 2023 | 3 min read