by Mark B. Kostrzewski | Jul 15, 2021 | Collateral Assignment Split-Dollar Plans, Credit Union Retirement Benefits, Split Dollar Plans WNY, Split-Dollar Plan For Bank Executives
When it comes to creating customized incentive/retention arrangements, some companies have their hands tied behind their backs. Companies without available stock options or other types of equity are at a disadvantage when it comes to high quality talent. Obviously...
by Mark B. Kostrzewski | Apr 15, 2021 | Credit Union Retirement Benefits, Supplemental Executive Retirement Packages
We are constantly seeking new ways to demonstrate how our creative tax-efficient planning strategies can help a potential client. If you’ve listened to our podcast, you may know a bit about what we do, specifically we talk about SERPs for Executives of Credit...
by Mark B. Kostrzewski | Mar 18, 2021 | Credit Union Retirement Benefits, Post Covid Financial Plan
We work with people of all walks of life, but many times we find that with CEO’s and owners of Not-for-profit Credit Unions struggle with recruiting and retaining high quality talent. With the inability to offer things like stock options, putting together...
