Designing A Split Dollar Plan



Designing A Split Dollar Plan

August 2018

Learn how a split dollar plan is designed and what key decisions need to be made by the credit union. You’ll gain a better understanding of how well-designed and serviced split dollar plans can be a win-win—tax-free retirement income for the executive and an asset earning income for the credit union.
Important takeaways include:

  • Due diligence
  • Regulatory compliance
  • Accounting

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