Webinars
Webinars
Supplemental Executive Retirement Plans (SERPs) are beneficial for executives and board members but that doesn’t mean they aren’t complex. Join us for a webinar so we can guide you through the process. You can also schedule a custom consultation here.
SERP 101: General SERP Overview
Find out more about SERPs and how they benefit credit unions and non-profits. In this webinar you will learn:
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- Differences between a 457(f) and Split Dollar
- Impacts of a SERP to the credit union and executive from both an income and tax perspective
- NCUA examiner guidance and tax law changes
SERP 201: A Deep Dive Into Split Dollar Life Insurance Options and Risks
Get an in-depth look into Split Dollar plans, learn more about the benefits and the possible risks. At the end of this webinar, you’ll understand:
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- Reasons to offer a Split Dollar plan
- Risks to the credit union and executives based on design and products utilized
- Mitigation strategies
SERP 202: A Deep Dive Into 457(f) Options and Risks
Get an in-depth look into 457(f) plans, learn more about the benefits and the possible risks. At the end of this webinar, you’ll understand:
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- Reasons to offer a 457(f) plan
- Risks to the credit union and executive based on design and products utilized
- Underperformance options
SERP 301: Best Practices and Success Stories of Using Split Dollar Design
Ready to be a SERP expert? At this point you know the basics and the theory behind the different types of plans, now its time to understand how they work in the real world. After this webinar, you’ll recognize:
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- Key decisions and best practices for boards during the implementation of a Split Dollar SERP to ensure everyone’s goals are met – including early payouts, vesting options, succession planning and more