Our first priority is to confront and manage your future employee benefit costs. We aim to maintain or help improve the credit unions' financial stability with permissible benefit funding strategies. We hope to develop an employee benefits pre-funding program to help offset all or some of the employee benefits costs through alternative deployment of investment assets.
Determine the specific goals, expectations, and compliance concerns
Begin to coordinate with the Credit Union and the selected money manager to facilitate the program implementation
Utilizing LPL Financial Research Department's publications, North Star Strategic Wealth Partners will monitor your managers regularly