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Executive Benefits: Impact of Tax Reform
 

January 19, 2018

This webinar addresses how the Tax Cuts and Jobs Act affects executive compensation. In particular, new Section 4960 of the tax code imposes a 21% excise tax on credit unions and other tax-exempt employers for providing compensation in excess of $1 million to any individual and for paying "parachute payments."  Our experts will discuss how to determine if your credit union is affected and adjustments you can make to minimize or eliminate the taxes.

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New Guidance for NCUA Section 701.19 (Webinar)
 

October 31, 2017

After several years in the making, the NCUA recently published its guidance for examiners on Section 701.19. Under this regulation, a federal credit union may hold otherwise impermissible investments if the investment is “directly related” to the credit union’s obligations or potential obligations under an employee benefit plan.

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Proper Accounting for BOLI and SERPs (Webinar)
 

August 26, 2017

This webinar digs into the details of proper accounting methods for Business-Owned Life Insurance (BOLI) and Supplemental Executive Retirement Plans (SERPs). 

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Benefit Liability Management 101 (Webinar)
 

August 7, 2017

Benefit Liability Management isn’t a new concept in the credit union industry, yet many are unsure of what it means.

Sometimes called Benefits Pre-funding, it is simply purchasing an otherwise impermissible investment to offset employee benefit expenses. Before implementing benefit liability management, several key questions must be considered.

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Is your executive benefits program regulator-friendly?
 

July 28, 2017

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