This webinar provides an overview of the rationale for a SERP and how the two available options work – 457(f) and Split Dollar.
We also address:
- The impact of a SERP to the credit union and the executive from both an income and tax perspective
- The difference of using Indexed Universal Life (IUL) insurance vs. Whole Life insurance
- The impact that the new NCUA Examiner Guidance (10/2017) and 2018 Tax Law changes have on SERPs