Understanding the Ins and Outs of Non-Qualified Retirement Plans for Your Credit Union
Dec 14th, 2009 by nafcuservices
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
Standard Podcasts [17:10m]: Play Now | Play in Popup | Download | Embeddable Player | Hits (233)
