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Insurance & Financial Services

Katherine Henry

NFP acquires assets of AnchorGroup of Skaneateles

SKANEATELES — New York City–based NFP has acquired certain assets of the Skaneateles–based employee-benefits brokerage consultancy EBA Services, LLC, which did business as AnchorGroup, in a move that gives the company a stronger foothold in upstate New York. NFP, an Aon company, provides benefits, property and casualty insurance, wealth management, and retirement-plan advisory services. The […]

Robert W. Patterson

VIEWPOINT: IRS Clarifies 403(b) Plans’ Obligations to Part-Timers

On Oct. 3, 2024, the Internal Revenue Service (IRS) released important guidance on the obligations of 403(b) plan sponsors to their part-time employees. Under recently passed legislation that is effective Jan. 1, 2025, a long-term, part-time (LTPT) employee — one who works 500 or more hours in each of two consecutive years — must be

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Orlando J. Ortiz

The Summit Federal Credit Union names Ortiz to board of directors

ROCHESTER, N.Y. — The Summit Federal Credit Union (The Summit) — which has 93,000 active members in Central New York, the Finger Lakes, and Western New York — has appointed Orlando J. Ortiz to its board of directors. Ortiz brings significant experience in the real estate and manufacturing industries, as well as a dedication to

Steve Johnson

VIEWPOINT: Testimonials are a Winning Marketing Strategy for Financial Institutions

In an increasingly competitive financial sector, banks and credit unions are constantly seeking out best practices to build trust, grow “share of wallet,” and attract new customers. One effective and often underutilized tool in their marketing arsenal is the testimonial. Leveraging customer testimonials can significantly enhance credibility, foster trust, and differentiate financial institutions in a

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