Collateral Assignment Split Dollar Agreements
What credit union boards need to understand about loan structure, vesting, remedies, and risk in collateral assignment SERP designs. A Credit Union may choose to offer a split dollar agreement […]
Purchasing an existing Split Dollar Plan SERP loan from another credit union on a newly hired executive – FAQ
What credit union leaders should evaluate before acquiring an executive’s existing split dollar SERP loan. You just hired an executive that had a Collateral Assignment Split Dollar Plan SERP at […]
Split Dollar SERP: The Preferred Choice for Non-Profit Executives
Why many tax-exempt organizations are shifting from 457(f) plans to split dollar SERPs to manage tax exposure, compliance risk, and retention. For many years, the go-to form of supplemental retirement […]
457(f) Plan Overview
Key rules every executive should understand before structuring or evaluating a 457(f) plan. Background and General Rules Section 457(f) of the Internal Revenue Code (“IRC”) governs an “ineligible” deferred compensation […]
Customizing Your Plan: Tailoring SERPs to Meet Your Organization’s Needs
How tailored SERP design strengthens retention, aligns with strategy, and meets the unique needs of your leadership team. In the ever-evolving business landscape, retaining key employees is more important than […]
Maximizing Returns: The Key Components of a Successful SERP
A practical breakdown of the elements that make SERPs durable, sustainable, and effective for long-term executive retention. In today’s competitive business environment, retaining key employees is crucial for organizational success. […]
The Impact of Comprehensive Retirement Benefits on Employee Loyalty
Why comprehensive retirement benefits remain one of the most reliable drivers of loyalty in a competitive talent market. Have you ever considered how powerful retirement benefits can be in shaping […]
SERPs for Small Business Owners: Is It a Viable Option?
What small-business owners need to know before using SERPs to attract and retain key talent. Understanding the Basics of SERP and Its Financial Implications The mechanics of a SERP are […]
Understanding SERPs: An Introduction for Executives
How thoughtful design and realistic projections create lasting value in executive benefit plans. Written By: Oscar Preis Welcome to a pivotal exploration of Supplemental Executive Retirement Plans (SERPs). These plans represent a […]