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, jjackson@bfbbenefit.com; Web: www.bfbbenefit.com; Phone: 877-332-2265, x210

Mr. Kirk Sherman, Partner, Sherman & Patterson, LTD, ksherman@splawfirm.net; Web: www.splawfirm.net; Phone: 763-479-2699

Interviewer: David C. Frankil, President, NAFCU Services Corporation, dfrankil@nafcu.org, 703-842-2226

Show References: www.nafcu.org/bfb