Get More From an Employee Benefits Pre-Funding Plan

Webinar Date: October 28, 2021

Employee benefits costs continue to rise and interest rates remain historically low. Fortunately, credit unions can access non-permissible investments through Employee Benefits Pre-Funding Plans (EBPFs), which provide an opportunity to potentially earn greater investment returns. There are several ways credit unions can access these opportunities. Join our panel to learn more about how to build an EBPF Plan, what investments are permissible, and how an EBPF Plan can help you attract, retain and reward your employees.

Learning Objectives:

  • Learn how an EBPF Plan can benefit your institution
  • Review the investment options available in an EBPF Plan
  • Understand how to evaluate an existing plan and make updates, if needed
  • Discover how a Stable Value Wrap could reduce accounting challenges

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