Exploring 3 Critical Factors of Split-Dollar Retirement Plans: Understanding, Design, Administration
Mar 1st, 2010 by nafcuservices
Developing an effective Spilt-Dollar Retirement plan for executives can be challenging, and requires expert insight into the goals and objectives of the plan, design issues to meet those goals and objectives, and ongoing administration to ensure that it still meets those goals and objectives over time. In this podcast we visit with Dale Edwards, Chairman of the Board, CEO and Founder of Professional Holding Company (PHC) and Kirk Sherman, Partner with Sherman & Patterson, LTD, to discuss how critical it is to understand and evaluate your current split-dollar plan.
Burns, Fazzi, Brock is the NAFCU Services Preferred Partner for Compensation Consulting Services for credit unions.
Contacts: Mr. Dale Edwards, edwardsdk@agilisbenefits.com, Phone: Burns-Fazzi, Brock: 704-332-2265; Mr. Kirk Sherman, ksherman@splawfirm.net, Phone: 763-479-2699; Web: www.bfbbenefit.com
Interviewer: Mr. David C. Frankil, President, NAFCU Services Corporation, dfrankil@nafcu.org; 703-842-2226
Show References: www.nafcu.org/bfb
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