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Register for this webinar on October 15th, 2020.
We can all agree that the pandemic has created uncertainly and volatility in the financial market, and there are no guarantees on when there will be any relief.
The 2017 Tax Cuts and Jobs Act included a new Section 4960 that levied an excise tax on tax-exempt entities like credit unions. The excise tax, paid by the credit…
Benefit Liability Management isn’t a new concept in the credit union industry, but the current financial environment is prompting many credit unions to take a second look at it.
The amount of global government debt trading at negative yields has swelled, reflecting global economic uncertainty and other concerns. The current COVID-19 crisis has only exacerbated this challenge.
Get an overview of executive benefits: strategies, funding options, regulatory compliance, and the effect of today’s financial market.
As a healthcare organization, your key executives and physicians are responsible for driving the success of your organization. Is your retention plan compelling enough to keep them in place? Are…
Benefit Liability Management isn’t a new concept in the credit union industry, yet many are unsure of what it means. Sometimes called Benefits Pre-funding, it is simply purchasing an otherwise…
This webinar addresses how the Tax Cuts and Jobs Act affects executive compensation. In particular, new Section 4690 of the tax code imposes a 21% excise tax on credit unions…
