Topic: Investments
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OCU: Letter CU 2-21 – Investment Instruments to Provide Employee Benefits (July 9, 2021)
Many credit unions, like other businesses, find that retirement and other employee benefits are integral for purposes of recruiting and retaining good executives, managers, and staff. For that reason, the […]
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OCU letter covers certain investments to fund employee benefits
NEWS: Wisconsin’s Office of Credit Unions (OCU) has published new guidance that is important for credit unions offering certain types of retirement and other employee benefits to help recruit and retain […]
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OCU: General Letter CU 4-14 – Charitable Donation Accounts (November 26, 2014)
Wisconsin state-chartered credit unions are preapproved to invest in Charitable Donation Accounts (CDAs) per DFI-CU 75.04 (3) as an incidental power. Wisconsin credit unions that invest in these accounts must comply […]
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America’s Credit Unions: e-Guide – Investments/NCUA Part 703
This links to America’s Credit Unions’ e-Guide section on investments/NCUA Part 703 reviews. (Note: Requires America’s Credit Unions login.)
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NCUA: 12 CFR 741.3(b)(3)
Part 741 Requirements for Insurance. Subpart A—Regulations That Apply to Both Federal Credit Unions and Federally Insured State-Chartered Credit Unions and That Are Not Codified Elsewhere in NCUA’s Regulations. 741.3 Criteria. […]
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NCUA: 12 CFR 741.3(b)(2)
Part 741 Requirements for Insurance. Subpart A—Regulations That Apply to Both Federal Credit Unions and Federally Insured State-Chartered Credit Unions and That Are Not Codified Elsewhere in NCUA’s Regulations. 741.3 […]
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NCUA: 12 CFR 741.219
Requirements for Insurance. 741.219 Investment requirements.
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NCUA: 12 CFR 703
Investment and Deposit Activities (FCUs only.)
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Wis. Admin. Code: DFI-CU 68.04
Investment Authority Parity with Federal Credit Unions. 68.04 Board responsibilities. The board of directors of each credit union shall maintain a current written policy governing the investment practices of the […]
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NCUA: Examiner’s Guide
NCUA provides the Examiner’s Guide as a resource for its staff to use in the supervision of credit unions. The guide is updated by NCUA’s Office of Examination and Insurance […]