NAFCU Services Preferred Partners

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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Honoring innovative solutions designed for credit union success

Honoring innovative solutions designed for credit union success

Learn how innovative partner solutions can help drive success at your credit union

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Educational Resources for Your Credit Union

Educational Resources for Your Credit Union

Access complimentary webinars, podcasts, and whitepapers from industry experts in our online educational library.



Educational Resources

Executive Benefits: Plan Servicing and Administration (Webinar)

August 25, 2015

This webinar explores what you should look for in the service and administration of your executive benefit plans. You’ll learn how to evaluate your current or potential provider. Attendees will receive helpful checklists to streamline their evaluation.

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Calculating Qualifying Income for a Self Employed Partner, LLC Member or S-Corporation Shareholder (Webinar)

August 20, 2015

Learn to calculate an applicant’s qualifying income when they file a K1 from a 1065 Partnership Return or a 1120S Corporate Return. A cash flow analysis will be done on both the personal & business returns along with a solvency and liquidity calculation for the business.

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The Naked Truth about Your Members and Identity Theft (Webinar)

July 30, 2015

Most Americans would choose a nude photo scandal over experiencing identify theft, according to a recent study from MasterCard. Join us for this webinar as our expert presenter takes you through the identity theft landscape, consumer insights, and MasterCard’s ID Theft Solution including program features and benefits and how to take advantage of the program.

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From the NAFCU Services Blog

Best of NAFCU’s 48th Annual Conference and Solutions Expo (Video and Educational Highlights)

Credit union leaders from around the country gathered to network and discuss the most pressing issues impacting the industry during NAFCU’s 48th Annual Conference and Solutions Expo in Montreal, Canada. The conference was NAFCU’s largest event in nearly a decade.

Here’s a quick video of some highlights from this year’s conference:

2015 Annual Conference NSC Video Highlights

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Featured Preferred Partner

Ascensus Partner Feature

Ascensus is the NAFCU Services Preferred Partner for IRA, Retirement Plan, and Health Savings Account (HSA) Solutions Software, Training, Documents and Consulting.

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In the News

Pentegra Retirement Services Introduces SmartPath™ to Support Greater Retirement Readiness

July 15, 2015

Pentegra Retirement Services introduced the “Pentegra Participant SmartPath™,” a new online report that sets forth recommended practices that may help to best ensure successful retirement outcomes for 401(k) plan participants.

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Velocity Solutions Appoints Steven Swanston, Executive Vice President of Sales

July 14, 2015

Velocity Solutions announces that Steve Swanston has joined the company as Executive Vice President of Sales. Steve previously spent 10 years working at John M. Floyd & Associates (JMFA) where he was instrumental in the firm’s sales growth.

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Credit Control, LLC Completes Acquisition of Professional Recovery Services, Inc. (PRS)

July 1, 2015

St. Louis, MO, July 1, 2015 – Credit Control, LLC. (“Credit Control”) announces the full integration of its recent acquisition, Professional Recovery Services, Inc. (PRS). Since 1990, PRS has provided receivables management services to many large financial institutions. Credit Control officially acquired PRS on...

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