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.
Download the presentation slides here »
Christine Burns-Fazzi, Principal, Burns-Fazzi,
BrockChristine 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 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
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 »