John Pesh, CCE


Couple speaking to a woman
Article

Four Strategies for Enriching the Financial Lives of Veterans
Four Strategies for Enriching the Financial Lives of Veterans
by John Pesh, CCE

5 minutes
woman putting one hundred dollar bill in a jar marked Retirement
Article

How Credit Unions Can Help Fiercely Independent Gen X Executives Retire Well
How Credit Unions Can Help Fiercely Independent Gen X Executives Retire Well
by John Pesh, CCE

6 minutes
heart deposit slot hand
Article

Expanded Options for Charitable Donation Accounts
Expanded Options for Charitable Donation Accounts
by John Pesh, CCE

3 minutes
woman’s fingers walking up wooden block steps
Article

Nine Steps to Creating a Deferred Compensation Program
Nine Steps to Creating a Deferred Compensation Program
by John Pesh, CCE

5 minutes
spiral notebook with words What’s Your Plan stacked on purple and teal books next to potted succulent plant
Article

Three New Reasons to Adjust Executive Retirement Plans
Three New Reasons to Adjust Executive Retirement Plans
by John Pesh, CCE

12 minutes
donation bag and red heart
Blog

Why This May Be the Perfect Time to Set Up a Charitable Foundation
Why This May Be the Perfect Time to Set Up a Charitable Foundation
by John Pesh, CCE

3 minutes
graphs representing stock market crash due to coronavirus
Article

Start Planning Post-COVID-19 Investment Strategies Now
Start Planning Post-COVID-19 Investment Strategies Now
by John Pesh, CCE

4 minutes
red flags on the beach
Blog

Three Ways to Avoid NCUA Exam Red Flags
Three Ways to Avoid NCUA Exam Red Flags
by John Pesh, CCE

4 minutes
adult hands holding child's hands around a savings jar
Blog

How to Make Charitable Donation Dollars Work Harder
How to Make Charitable Donation Dollars Work Harder
by John Pesh, CCE

3 minutes
three executives of diverse ethnicities with their thumbs up
Article

Why Split-Dollar Life Insurance Is Gaining Popularity
Why Split-Dollar Life Insurance Is Gaining Popularity
by John Pesh, CCE

4 minutes
person examining documentation with a brass magnifying glass
Article

Open-Book Executive Benefits Exam
Open-Book Executive Benefits Exam
by John Pesh, CCE

10 minutes
examiner reviewing reports and documentation
Article

How to Pass NCUA Exam of Benefits Funding
How to Pass NCUA Exam of Benefits Funding
by John Pesh, CCE

4 minutes
puzzle pieces fit together to spell out excise tax
Article

Five Ways to Prepare for New Excise Tax
Five Ways to Prepare for New Excise Tax
by John Pesh, CCE

5 minutes
examiner reviewing paperwork in a binder through a magnifying glass representing due diligence
Article

What ‘Due Diligence’ in Benefits Investing Means
What ‘Due Diligence’ in Benefits Investing Means
by John Pesh, CCE

5 minutes
Gold watch with an open black watch face that reads Investment representing deferred compensation
Article

7 Key Risks of Funding Benefits Programs
7 Key Risks of Funding Benefits Programs
by John Pesh, CCE

6 minutes
executive adjusting tie
Blog

Adjusting Deferred Compensation
Adjusting Deferred Compensation
by John Pesh, CCE

4 minutes
flat cartoon monitor display showing checklist paper sheet document, concept of online exam, NCUA online examiner’s guide
Article

Online NCUA Examiner’s Guide
Online NCUA Examiner’s Guide
by John Pesh, CCE

3 minutes
A life preserver ring made out of $100 bills, floating in the water
Article

What Is ‘Split-Dollar’ Life Insurance?
What Is ‘Split-Dollar’ Life Insurance?
by John Pesh, CCE

2 minutes
executive getting custom-fitted for a suit
Blog

The Not-Too-Deferred Compensation Plan
The Not-Too-Deferred Compensation Plan
by John Pesh, CCE

3 minutes
executives around table with two of them shaking hands
Blog

Deferred Compensation: Not Just for CEOs
Deferred Compensation: Not Just for CEOs
by John Pesh, CCE

2 minutes
mobile phone at desk listening to CUES Podcast
Podcast

New Tax Reform and Its Impact on Executive Benefits Expenses, an Interview with John Pesh
New Tax Reform and Its Impact on Executive Benefits Expenses, an Interview with John Pesh
by John Pesh, CCE

14:20
sign that says what-if analysis on a yellow background
Blog

Answer the Deferred Comp 'What-ifs'
Answer the Deferred Comp 'What-ifs'
by John Pesh, CCE

3 minutes
committee meeting asian woman
Article

Committee Work Key to Effective Executive Benefits
Committee Work Key to Effective Executive Benefits
by John Pesh, CCE

4 minutes
mosaic illustration of hourglass with sand falling
Article

Keep Turning the Hourglass
Keep Turning the Hourglass
by John Pesh, CCE

8 minutes
diverse hands close gap in towers of blocks
Article

TruNorth FCU Closes Benefits Gap
TruNorth FCU Closes Benefits Gap
by John Pesh, CCE

4 minutes
white background
Article

Charitable Donation Accounts 2016
Charitable Donation Accounts 2016
by John Pesh, CCE

4 minutes
group of people raising hands under illustration of insurance policy
Article

Benefits Pre-Funding in Action
Benefits Pre-Funding in Action
by John Pesh, CCE

4 minutes