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457(f) Plans Deep Dive with Prefund Integration
March 26 @ 11:00 am - 11:45 am
A well-designed 457(f) plan can be a game-changer for executive retention, but the details matter. This session goes beyond the basics to explore how 457(f) plans work, the role of prefunding strategies, and how to structure arrangements that benefit both your credit union and your leadership team.
Speaker:
Brittany Rollek
Managing Director, Client Experience
ALM First
Tom Sievewright
Director, Executive Benefits
ALM First
