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SERP 101: Understanding the Fundamentals

Name: SERP 101: Understanding the Fundamentals
Start: 2026-04-14T12:00:00-04:00
End: 2026-04-14T13:00:00-04:00

April 14 @ 12:00 pm - 1:00 pm EDT

A clear introduction to SERPs and why they matter for credit unions.

Key differences between 457(f) and Split Dollar plans
How SERPs impact both the executive and the credit union from an income and tax perspective
Current NCUA guidance and relevant tax law considerations

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