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We are OM Financial Group

Split Dollar Plans Demystified

Time

01/12/2023 1:00 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.

Gaining popularity, Supplemental Executive Retirement Plans (SERPs) are a great tool to help recruit, reward and retain key coaches and leadership.
OM Financial Group has been delivering Split Dollar SERPs to non-profit organizations for over 20 years. Split Dollar plans are complex and require proper education for all parties involved to make fully informed decisions. OM provides educational webinars regularly to help the industry evaluate, implement and service these plans.
During this webinar, we provide an overview of:

  • Basic mechanics of Split Dollar (CASD) Plans
  • Standard design features & options
  • Balance sheet changes to University/College
  • Tax implications to Coach/Leader