These Investments Require Pre-Purchase Analysis
CUES Podcast Episode 61 describes prescribed due diligence before investing to fund benefits plans.
CUES Podcast Episode 61 describes prescribed due diligence before investing to fund benefits plans.
CUES Podcast 61
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.
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