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SERP 101: Understanding the Fundamentals

March 17 @ 1:00 pm - 2:00 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

We host this webinar regularly, but if our times don’t fit into your schedule, we’ll fit into yours. Schedule a custom webinar here.

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