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Executive Benefit Plans to Recruit, Retain, and Reward Upcoming Events

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FEATURE ARTICLE 

Loan Regime Split Dollar: The Importance of a Plan Document

You are the CEO of a thriving credit union.  Your leadership has put the credit union on solid financial footing.  Your regulators are happy with the way you’re running things, your membership is growing, and your board of directors wants to keep you around for a long time!  So they’ve decided to reward your efforts by offering you a loan regime split dollar plan (or “LRSD”), which is also known as collateral assignment split dollar (or “CASD”).  Under current tax law, this type of Executive Benefit Plan provides tax free income to you while you are employed and/or while you are retired. 

So how does this type of plan work? 

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Our History

Years of experience working directly and exclusively with Credit Unions.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our Commitment

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Welcome to The Sheeter Group

Your Needs. 

Our Goals.

The Sheeter Group works exclusively with Credit Unions creating Executive Benefit Plans to recruit, retain and reward top-notch talent. We also design Expense-Offset Plans and specialized Director benefits.

These are our strengths:

EDUCATION. Your decision-makers move forward with confidence when they are knowledgeable. Get informed in plain English.

PLANS. Your Credit Union is unlike any other. We get it. We offer tailored plans, unique to your Credit Union.

COMPLIANCE. We know what regulators want, today and ongoing. Their preferences can be a moving target and we keep you informed.

SERVICE. Credit Unions leave other providers to come to us. We have never lost a client to a competitor.

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