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Executive Benefits: Getting Ready for an Exam (Webinar)
 

December 7, 2016

Don’t wait until the examiners are onsite — get your nonqualified benefits program in shape before your next exam.

BFB Gallagher has implemented thousands of participant plans and worked with examiners across the country. From documented due diligence to proper accounting treatment, they know what the examiners like to see (and not see).

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Charitable Foundations: Getting Started (Webinar)
 

October 14, 2016

Many credit unions are considering creating a charitable foundation as a way to provide institutional structure for their giving program. However, there are several preformation decisions to be made to be compliant with various federal and state laws.

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2017 NAFCU-BFB Executive Compensation and Benefits Survey
 

September 29, 2016

First introduced in 2007, the NAFCU–BFB Gallagher survey was developed to better understand the compensation and benefits offered to key credit union executives.

This annual survey helps credit unions make informed decisions about recruiting, rewarding, and retaining its leadership. Credit unions of all asset sizes from across the country, both federal and state-chartered, participated in this year's survey. 

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Executive Benefits: Plan Overview and Strategies (Webinar)
 

August 16, 2016

With three out of ten credit union executives set to retire in the next five years, there is a recruiting frenzy taking place. Current CEOs as well as other senior management are being recruited into these positions. Whether your strategic plan includes protecting against your own key leadership from leaving, or recruiting for future needs, now is the time to consider at nonqualified executive plans.

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Executive Benefits: How the Proposed IRS 457 Regulations Will Affect You (Webinar)
 

July 25, 2016

In June 2016, the IRS issued its long-awaited proposed Section 457 regulations. Before proposed regulations become final, there are several steps that must take place, including a public comment period and hearing. With more and more credit unions using 457 plans as a tool to attract and retain key executives, there are questions swirling around how these proposed regulations, if enacted, would affect existing and future plans.

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