Get More from An Employee Benefits Pre-Funding Plan

 

Thursday, October 28, 2021

1:30 p.m. – 2:30 p.m. CDT

 

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 investments 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

CPE Credit Opportunities

  • Number of CPE Credits Offered: 1
  • Delivery Method: Group-Internet Based
  • Program Level: Basic
  • Fields of Study: Finance
  • Prerequisites: None
  • There is no advanced Preparation required

*CPE Credit is available

Register Now
Brittany Rollek

Brittany Rollek

Director, Advisory Services

Brittany Rollek joined ALM First Financial Advisors in 2013. In her role as Director, Brittany develops holistic partnerships with clients to develop successful balance sheet strategies that maximize performance. This includes interpretation of full balance sheet risk analytics and risk positioning to determine the best opportunities for each client to achieve their financial goals.

Supported by our experienced team, Brittany provides advice and insights on loan pricing, loan transactions, investment portfolio management, funding strategies, hedging and more. 

Brittany holds a bachelor’s degree in economics from Davidson College in North Carolina.

Michael Oravetz

Michael Oravetz

Director, Investment Management Group

Michael Oravetz joined ALM First Financial Advisors in 2016. He is responsible for trading, portfolio management, and investment theme development inside the Investment Management Group, with a primary focus in credit products. Additionally, Michael serves in a client servicing capacity, delivering holistic balance sheet strategy downstream to depository clients including loan and deposit pricing, and the execution of funding and hedging strategies.

Michael holds a bachelor’s degree in both Finance and Accounting from The University of Texas at Dallas, where he graduated with honors.

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Cancellation Policy

You may cancel your registration at any time without penalty.

Questions or compliants?

If you have any questions or complaints, please contact Madi Wright at (214) 451-2399 or [email protected]

ALM First Financial Advisors, LLC, is registered with the National Association of State Boards of  Accountancy (NASBA) asa sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); and ALM First Analytics, LLC (“ALM First Analytics”). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors’ Brochure. The content in this message is provided for informational purposes and should not be relied upon as recommendations or financial planning advice. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

The content in this message is provided for informational purposes and should not be relied upon as recommendations or financial planning advice. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.