June 4, 2007


  • We also have concentrated on rollovers and have an IRA portfolio of over $100M. This represents about 12% of our deposits. We administer our program and have one employee for the department with extensive MSR training and support from our branches. Baby boomers are retiring or continuing to work part-time, rolling over their 401,457 and 403(b)''s . We provide continuing education for all MSRs to provide the member with the best member service. We also retain beneficiary IRAs, another source of balance retention.
    Judith Kardoos
  • You woke me up. We leave our IRAs fairly unattended and do little to promote them. Thanks for showing me why I need to care more about this service.