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SERP 101 - General SERP Overview
An overview of the rationale for a SERP and how the two available options work.
• 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 - Deep Dive into Split Dollar Life Insurance Options and Risks
A deep dive into Split Dollar plans along with the potential risks involved.
• Reasons to offer a Split Dollar plan
• Risks to the credit union and executive based on design and products utilized
• Mitigation strategies

SERP 202 - A Deep Dive into 457(f) Options and Risks
A deep dive into 457(f) plans along with the potential risks involved.
• Reasons to offer a 457(f) plan
• Risks to the credit union and executive based on design and products utilized
• Underperformance options

SERP 301 – SERP Best Practices and Success Stories
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.

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Webinar Date *All times are EST - May select multiple dates *

SERP 101 January 11th 2pm

SERP 101 January 20th 12pm

SERP 101 January 24th 3pm

SERP 201 January 14th 1pm

SERP 201 January 27th 2pm

SERP 202 January 28th 12pm

SERP 301 January 18th 12pm

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