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Webinar

SERP 101 – General SERP Overview

Our Speakers

Bruce D. Smith, CFA®
Senior Partner,
OM Financial Group
Chris Jones, ChFC®, CLU®, CFP®
Senior Partner,
OM Financial Group
Morgan McKinney
Executive Benefit Consultant,
OM Financial Group
Tim Strandquist
Executive Benefit Consultant,
OM Financial Group
Tammy O’Hara, CCUE®, AAI®, CCD®, CIE®
Executive Benefit Consultant,
OM Financial Group
Kirk Kordeleski, CCE®
Executive Benefit Consultant,
OM Financial Group

Time

07/21/2021 12:00 pm ET

Location

Online

To register: Please click ‘Register Now’ above and fill out the form. We will forward the Zoom link after we receive your request.

If none of these dates work for you - no problem! We would be glad to schedule a custom time and date for the presentation. Feel free to share the schedule with anyone you think would benefit from participating.

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 impact that the new NCUA Examiner Guidance (10/2017) and 2018 Tax Law changes have on SERPs