Workpapers & Resources

NCUA Regulations

NCUA Legal Opinion Letters

  • 06-0406, Re: Permissibility of Investment in Mutual Fund for a 457(f) Plan
  • 05-0117, Re: Split Dollar Life Insurance
  • 03-0512, Re: Funding Employee Benefit Obligations With Life Insurance
  • 00-1053, Re: Corporate Credit Union Investment for Employee Benefit Plans
  • 99-1109, Re: Mutual Fund Investment for Employee Benefit Plans
  • 99-0206, Re: Deferred Compensation Agreement

Additional Resources

  • Fidelity Bond Coverage

Last updated September 25, 2017