What ‘due diligence’ in benefits investing means

Learn how examiners review your employee benefits funding program.

The first step in exercising due diligence is learning exactly what “due diligence” means. When it comes to meeting the National Credit Union Association requirements for investing money to fund credit union employee/executive benefits obligations, the online NCUA Examiner’s Guide is the place to start.

If you already use investments for funding certain employee/executive benefits, studying the information that NCUA examiners use should help you prepare for examinations and audits.

If you don’t currently use these types of investments, this guide can be a resource to help you start a solid investment program that can be used to offset some of the growing costs for employee benefits and supplemental executive benefit plans.


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