Executive Benefits: Pitfalls to Avoid in Due Diligence (Webinar)

 

Executive benefit plans are a critical tool in recruiting, rewarding, and retaining your key leadership. Thorough and documented due diligence should be a top priority for every board as they select a vendor and implement the plans. But just when you thought you were doing everything right, the examiners find brand new areas of scrutiny. Recent exams have shown a growing interest in due diligence, including pre-implementation. Find out what happened during those exams and how to avoid the same fate. Don’t wait until the examiners are in your lobby.

You’ll learn:
• Trends in recent exams
• What pitfalls and red flags to avoid
• What a comprehensive due diligence plan looks like

Speaker: Jeremy DeBruin, Area Vice President, Relationship Management

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Executive Benefits: Pitfalls to Avoid in Due Diligence from NAFCU Services Corporation