Description

Come join us to learn about the types of benefit plans credit unions can utilize to attract and retain quality executives. We will discuss the accounting treatment for each type of plan and review the call report requirements for each plan. We will also address the 990 reporting for plans and the impact of the new excise tax.

Learning Objectives:

• To learn about the different types of benefit plans.
• To learn how to account for the different types of plans.

Speaker(s):

• Jennifer Hoskins, CPA, Managing Director, Nearman, Maynard, Vallez CPAs & Consultants, P.A.
• Jeff Ziliani, CPA, Chief Financial Officer, Executive Benefits, BFB-Gallagher