As the Applicable Federal Rate (AFR) continues to climb, the assumptions behind split-dollar designs matter more than ever. Is split-dollar still the right fit for your key talent, or is a 457(f) the better path? Join us to explore high-impact design considerations, potential risks, and how the right SERP strategy can help you retain top executives and prepare for what’s ahead.

Retaining key leaders has never been more critical for credit unions, and the right supplemental executive retirement plan (SERP) can make all the difference. With the Applicable Federal Rate (AFR) continuing to rise, the design assumptions behind split-dollar arrangements deserve a fresh look, and many boards are asking whether split-dollar or 457(f) plans better align with their goals. In this webinar, we’ll walk through the key design considerations for each approach, the risks to watch for in a higher-rate environment, and how to evaluate which structure fits your executives and your institution. You’ll leave with practical insights to help your board and leadership team make informed decisions about protecting and rewarding the talent that drives your credit union forward. 

Speaker:

Shirley McMillan
Senior Director, Executive Benefits
ALM First

Tom Sievewright
Senior Director, Executive Benefits
ALM First

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