How to Navigate SERP Conversations with your Board
Navigating Supplemental Executive Retirement Plan (SERP) conversations with your board can be complex—but it doesn’t have to be. This exclusive webinar is designed for credit union executives who want to approach SERP discussions with confidence, clarity, and strategic insight.
Hosted by InterLutions, a leader in employee benefit solutions, and Acumen Financial Advantage, a leader in consultative executive benefits, this session will explore how to align board priorities with leadership retention strategies, optimize financial performance, and ensure regulatory compliance.
Whether you're initiating a SERP conversation for the first time or refining an existing plan, this webinar will equip you with the tools and language to lead the dialogue effectively. Shape
Why Attend?
Credit union executives face increasing pressure to:
- Retain top-tier leadership in a competitive market
- Justify executive compensation strategies to boards and regulators
- Align benefit plans with long-term institutional goals
This webinar will help you do just that—through a consultative lens that prioritizes mission-driven impact and financial stewardship.
What You’ll Learn
- How to frame SERP conversations with your board using strategic, mission-aligned language
- Key compliance considerations and how to avoid common pitfalls
- Real-world examples of successful SERP implementations in credit unions
- How to optimize existing plans to increase efficiency and effectiveness
- Strategies to compare and contrast SERP types
- The internal rate of return for 457(f), split dollar, and restricted bonus plans
Register here to begin the conversation and empower your boardroom strategy with expert-led insights.