Events

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 […]

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 […]

A closer look at how Split Dollar plans work, along with the risks leaders need to understand. When and why Split Dollar is the right fit Risks based on design and product structure Proven mitigation strategies We host this webinar regularly, but if our times don’t fit into your schedule, we’ll fit into yours. Schedule […]

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 […]

A focused session on navigating 457(f) plans with confidence. Strategic reasons to offer a 457(f) plan Design and product-related risks Options for addressing underperformance 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.