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We are OM Financial Group

SERP 202 – A Deep Dive into 457(f) Plans

Our Speakers

Bruce Smith
Bruce D. Smith, CFA®
Senior Partner,
OM Financial Group
Christopher Jones
Chris Jones, ChFC®, CLU®, CFP®
Senior Partner,
OM Financial Group

Time

11/16/2021 2:00 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.

During this webinar, we will address the following items that come into play when considering a 457(f) as your Supplemental Executive Retirement Plan (SERP): Why offer a SERP?
  • Short term vs. long term intentions
  • Types of 457(f) plans
  • Design considerations
  • Underperformance options
  • Tax considerations for credit union & executive
  • Overall pros/cons