CUES 61: Pre-Purchase Analysis of Investments for Funding Benefits Plans, an Interview With Greg SmythSeptember 13, 2018 CUES
Due diligence is a good idea before any credit union purchase. But the National Credit Union Administration actually requires a formal pre-purchase analysis before you buy investments to fund your employee and executive benefits plans. How is this best done? In this podcast, CUNA Mutual Group’s Greg Smyth gives insights and guidance.