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We are OM Financial Group

SERP 202 – A Deep Dive into 457(f) Options and Risks

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


01/18/2022 1:00 pm ET



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.

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