Jan. 27, 2003


  • Timely and a great reminder with updated information.
  • Very interesting article. It would be interesting to have a little more info on the CU's you presented. Who on the list actively pursued their IRA assets, what were there goals, what methods if any did they employ? Also, how are their IRA programs set up? Centralized vs. branch processing. Do they have IRA Administrators (Managers) or is it just IRA personel? Are there any commonality that they share? It's thought provoking. Would like to see an indepth article on how or why these organizations reached their success.