Program Overview

We will discuss best practices in how nonprofit organizations use executive benefits to attract, retain and reward key employees.

Presenter: Don Curristan – Managing Director and Trevor Lattin – Managing Director, Executive Benefit Solutions
Fields of Study: Specialized Knowledge
Amount of Recommended CPE: 1
Type of Delivery Method: Group-Internet
Topics to be covered:

  • Update to IRC Section 4960 21% Excise Tax
  • Alternative 457(f) Plan Design Ideas
  • Effective Uses of Split Dollar Life Insurance
  • Deferral Plans for Highly Compensated Nonprofit Executives

Learning Objectives: Participants will learn best practices for nonprofit organizations using executive benefits.
Program Level: Basic
Prerequisites: NONE
Advanced Preparation: NONE
Webinar: Yes