Designing A Split Dollar Plan
Webinar
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