Consumer-directed benefits seemed to get a big boost when 401(k) plans started to replace defined benefit plans as America’s retirement plan – a paradigm shift that migrated retirement savings from employer-funded to employee-funded. As part of this shift, Health Savings Accounts (HSA’s) have shown tremendous growth in recent years, and represent a viable growth strategy for credit unions looking to attract new deposit dollars that dovetails nicely with existing retirement products.
This podcast features an interview with Mike O’Brien, Vice President of Resource Development/Product Management at Ascensus (formerly BISYS®) Retirement Services. Mike is an expert in retirement services, with over 23 years and 2200 training sessions under his belt. Ascensus is also the NAFCU Services Preferred Partner for IRA and Health Savings Account forms, documents and agreements.
Mike will be speaking in more detail on this topic at the NAFCU Strategic Growth and Lending Conference, March 11-14, 2008 in Scottsdale, Arizona. This is the second in a series of podcasts featuring speakers from the NAFCU Strategic Growth and Lending Conference.
Contacts: Mike O’Brien, Vice President of Resource Development/Product Management at Ascensus, www.ascensus.com, mike.o’brien@ascensus.com, (218) 825-5165.
Jane Weizenegger, Manager of Association Relations, jane.weizenegger@ascensus.com, (800) 346-3860 x55163
References: NAFCU Strategic Growth and Lending Conference, Scottsdale, Arizona, March 11-14, 2008, www.nafcu.org/growth. Open to both NAFCU Members and non-Members.
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