Partner Services

Delivering Innovative Solutions to Credit Unions

Delivering Innovative Solutions to Credit Unions

Our Preferred Partners: Trusted and Vetted Providers for NAFCU Members.

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Congratulations to our 2014 Innovation Award Winners!

Congratulations to our 2014 Innovation Award Winners!

The awards recognize excellence and innovation in Preferred Partner solutions for credit unions.

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2014 NAFCU-BFB Survey of Executive Compensation and Benefits

2014 NAFCU-BFB Survey of Executive Compensation and Benefits

Watch a free webinar to review the findings of the 2014 NAFCU-BFB Survey.

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Educational Resources

The 401(K) Plan of the Future (Webinar)

August 13, 2014

Attend this webinar to learn just how dramatically different the 401(k) plan of the future will look compared to today’s typical 401(k) plan. Attendees will walk away knowing how the widespread utilization of progressive 401(k) plan design features will better meet the needs of plan participants as well as plan sponsors and how to encourage participants to become more engaged with their 401(k) plan.

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Avoiding Common Underwriting Errors (Webinar)

August 5, 2014

The best way to avoid making the most common underwriting errors is to know what they are. This webinar will provide you with this type of information. This webinar will also include feedback from many sources, including seasoned underwriters and file reviewers.

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Burns-Fazzi, Brock Executive Benefits Learning Series (Webinar Series)

June 25, 2014

In the modern business climate, credit unions must recruit the best possible talent to compete in highly competitive markets. This webinar explores how credit unions of various asset sizes are using executive benefits to recruit, retain, and reward their top executives.

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From the NAFCU Services Blog

How Do Health Savings Accounts (HSAs) Work? 

Health savings accounts (HSAs) have been around for nearly a decade. With most of the key provisions of the Affordable Care Act (ACA) effective on January 1, 2014, a whole new segment of the population stands to benefit from HSAs. Under the new law, HSAs will grow faster than they have ever grown. This new growth will provide credit unions the opportunity to bring in new accounts, new customers, and new non-interest revenue. So, do how well do you know HSAs?

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Featured Preferred Partner

GlobalVision Logo

Over the past 8 years, GlobalVision's PATRIOT OFFICER® has become the de facto standard for passing BSA/AML examinations. It empowers credit unions to comply with the Bank Secrecy Act, USA PATRIOT Act, Anti-Money Laundering, Anti-Terrorist Financing, Customer Due Diligence, Enhanced Due Diligence, Identity Theft Red Flags, OFAC, PEP, and other related regulatory requirements.

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Recent Press Releases

Congratulations to our 2014 Innovation Award Winners!

September 17, 2014

We all feel the strain of keeping up with the changing times. Many credit union CEOs agree that attracting and retaining members is one of the top three challenges that credit unions face. In order to meet the ever-evolving needs of members, credit unions should rely on innovative solutions to add to their product portfolio. 

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Tailoring Executive Benefits to the Executive and the Credit Union

September 15, 2014

Some people are lucky enough to be able to walk into a store, pick a nice suit off the rack, maybe have the sleeves adjusted and the cuffs hemmed, and walk out with something that fits them perfectly.

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Burns-Fazzi, Brock Wins the 2014 NAFCU Services Corporation Innovation Award

September 8, 2014

Burns-Fazzi, Brock announced today that it won a 2014 NAFCU Services Corporation (NSC) Innovation Award.

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