With the economy on the mend, CUSOs that offer investment and insurance services may start to notice a boost in retirement plan contributions.
Alliance to help expand distribution of TRUST’s institutional portfolios within the credit union industry.
The Callahan Credit Union Financial Services Limited Liability Partnership will continue to serve as administrator for TRUST.
Johnson succeeds Chip Filson, chairman of Callahan in Washington.
Short Duration Fund will be aimed at natural person credit unions and managed by Corporate America CUSO.
Patelco Credit Union has rolled out a new service that allows members to invest in mutual funds for as little as $5 at a time.
Federal credit unions can sell loans to mutual funds, with certain restrictions, the NCUA says.