by Feminella, Amy | Aug 14, 2024 | Insights, Non-Qualified Plan Advisors, Qualified Plan Advisors, Retirement Plan Advisors, We are Newcleus
Is Your CFO a Flight Risk? Your chief financial officer holds a role of ever-increasing importance for your organization’s bottom line. Management consulting firm Russell Reynolds Associates Global CFO Turnover Index found that turnover for CFOs spiked in Q1 2024, on...
by Feminella, Amy | Jun 12, 2024 | Insights, Non-Qualified Plan Advisors, Qualified Plan Advisors, Retirement Plan Advisors, We are Newcleus
Credit Unions are Hot on the Bank M&A Trail Just a few months into 2024 and 22 bank acquisition deals were announced. But, most significant, according to S&P Global Market Intelligence data of US bank deals announced in early 2024, is that credit unions were...
by Feminella, Amy | May 22, 2024 | Insights, Non-Qualified Plan Advisors, Qualified Plan Advisors, Retirement Plan Advisors, We are Newcleus
HSA Limits Have Increased HSA Deductions Get a Boost: Employees who have health savings accounts (HSA) and employers contemplating adding a high deductible healthcare plans (HDHP) can allow employees to take advantage of the latest increase in the contribution limits....
by Feminella, Amy | Apr 17, 2024 | Insights, Non-Qualified Plan Advisors, Qualified Plan Advisors, Retirement Plan Advisors, We are Newcleus
The Solution to the Retirement Income Gap Consider NQDC to Build Value and Reward Your Best Talent There’s growing interest in designing and deploying innovative compensation benefits and non-qualified deferred compensation (NQDC) because of the value they...
by Feminella, Amy | Jan 19, 2023 | Bank advisors, Compensation Advisors, Insights, Non-Qualified Plan Advisors
GROUP TERM PLANS AND THE FEAR OF RESPONSIBILITIES, TIME, and….UNDERWRITING by Richard Pearson, Newcleus COO The following is only one strategy of many offered at Newcleus, but we find the plan type, general need, and context may be the most relatable for...
by Feminella, Amy | Oct 4, 2022 | Bank advisors, Compensation Advisors, Credit Union Advisors, News, Non-Qualified Plan Advisors, Qualified Plan Advisors
Strategic Plans Drive Change Clunky technology, lack of training and lawsuits were noted as industry challenges in a recent article about retirement plans and the state of the industry. On the other hand, the potential growth opportunities were glaring, particularly...
