Understanding the Ins and Outs of Non-Qualified Retirement Plans for Your Credit Union
To successfully plan and implement non-qualified retirement plans, there are key steps that you must first consider. In this podcast we visit with Jennifer Jackson, Senior Manager at Burns-Fazzi, Brock and Kirk Sherman, a partner with Sherman & Patterson, LTD, to explore the ins and outs of non-qualified retirement plans, including a look at what your peer credit unions are doing, proper steps to implement your plans, legal risks to consider, and vendor due diligence.
Burns-Fazzi, Brock is the NAFCU Services Corporation Preferred Partner for credit union Executive Benefits and Compensation Consulting Services.
Contacts: Ms. Jennifer Jackson, Senior Manager, Burns-Fazzi, Brock, firstname.lastname@example.org; Web: www.bfbbenefit.com; Phone: 877-332-2265, x210
Mr. Kirk Sherman, Partner, Sherman & Patterson, LTD, email@example.com; Web: www.splawfirm.net; Phone: 763-479-2699
Interviewer: David C. Frankil, President, NAFCU Services Corporation, firstname.lastname@example.org, 703-842-2226
Show References: www.nafcu.org/bfb