Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Monday, January 4 3:00 PM – 3:30 PM ET This Month’s Focus Year-End Reminders for January Join Stephanie Raven, Team Lead with Client Services and Education, for a review of Year-End tasks.  Topics discussed will include: Run Tax Information Reports Final verification of IRA Balance File data (distributions only for all IRA plan types, including… Read more »

Dec 21, 2020

Looking for Creative Marketing Solutions? We’re Offering a FREE 12-Pack of Campaigns!

Looking for Creative Marketing Solutions?  We’re Offering a FREE 12-Pack of Campaigns!

Let your members know that they have quick and easy access to a variety of self-service options – take advantage of this 12-pack of marketing campaigns! The following campaign themes are included: Follow Us on Social Media Member Appreciation Putting Members First 24/7 Online Services Text Banking Mobile App Banking Online Bill Pay Skip-A-Pay Pay… Read more »

Dec 17, 2020

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Monday, December 7 4:00 PM – 4:30 PM ET This Month’s Focus Year-End Reminders for December Join Stephanie Raven, Team Lead with Client Services and Education, for a review of Year-End tasks.  Topics discussed will include: Verify Equity Loan categories to ensure proper 1098 reporting Verify Share and Certificate configurations to ensure proper 1099-INT reporting;… Read more »

Nov 25, 2020