Ins and Outs of Split Dollar Plans for Executive Benefits (Webinar)

Webinar Icon Ins and Outs of Split Dollar Plans for Executive Benefits (Webinar)

Your executive benefits are critical in recruiting, retaining, and rewarding top talent. A split dollar plan is an important tool to enhance the attractiveness of your benefits package. Learn how credit unions of all sizes are offering split dollar plans to their executives to provide a tax-free retirement cash flow.

This webinar provides an overview of split dollar plans, effective strategies and tactics, as well as applicable NCUA regulations.

Materials

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Expert Presenter

Christine Burns-Fazzi, Principal, Burns-Fazzi, Brock

Chris_Burns-Fazzi_BFB_122013Christine Burns-Fazzi has focused her experience in finance on executive compensation. She specializes in nonqualified plan design, implementation and administration in both public and closely held corporations, notably in the Banking and Credit Union industries, since 1981. Christine was the Principal of Morehead Consulting as well as Founder and Principal of Burns-Fazzi, Brock.

Christine has an undergraduate degree in Accounting and an MBA in Finance from Rutgers University. She has been a Chartered Life Underwriter and Chartered Financial Consultant since 1985.

Kirk_ShermanKirk Sherman, Partner, Sherman & Patterson, Ltd.

Kirk Sherman is a partner with Sherman & Patterson, Ltd. Kirk focuses his practice on executive compensation in credit unions, healthcare organizations, associations and other tax-exempt entities. He works with boards, executives and consultants in designing and documenting employment and severance agreements, deferred compensation plans, split dollar agreements, and other executive benefits that comply with applicable tax and regulatory requirements.


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Burns-Fazzi, Brock (BFB) is the NAFCU Services Preferred Partner for Executive Compensation and Benefit Consulting. More educational resources and contact information are available at www.nafcu.org/BFB

Also available: Benefit Liability Management »