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

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FEATURED CONTENT

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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THE SHEETER GROUP AND THE TARJOMAN RELIEF MISSION


Tarjamon Relief's Gonzalo Lassally and Will Felder, who served together in Afghanistan in the mid-2000s, -- along with The Sheeter Group’s CEO, Andy Sheeter – share how they have helped many Afghan interpreters and their families escape the country to a neighboring country and then wait for passage to the United States. This interview goes into depth on how these Afghan interpreters risked their lives to help the U.S. Military and how The Sheeter Group’s contribution to the Tarjoman Relief mission has helped these same brave people in return.



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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Hello There.

Meet Our Team

Get Ahead.

Check Out Our FAQs and Events

Andrew Sheeter

Andrew Sheeter

MBA, CEO

(407) 217-2301

Michael Blank

Michael T. Blank

President

(678) 777-2227

Jay Petty

Jay Petty

Executive Vice President - West

(760) 504-5685

David Linville

David W. Linville

Executive Vice President - North

(513) 404-7030

Rob Fitzgerald

Rob Fitzgerald

Executive Vice President - South

(704) 284-4855

Cliff Kwartner

Cliff Kwartner

Regional Sales Manager

(516) 945-4457

Paul Bondhus

Paul Bondhus

VP of Plan Design and Administration

(507) 334-0266

Jacquie Mix

Jacqueline Mix

Sr. Sales Analyst

(812) 518-3136

Scott Ginsburg

Scott Ginsburg

Sales Analyst

(301) 355-5835

Rasheeda Pierre

Rasheeda Pierre

VP of Administration

(407) 463-1979

Shierly Siregar

Shierly Siregar

VP of Client Experience

(301) 355-5850

Andrea Collins

Andrea Collins

Associate Director of Marketing

(678) 373-6463

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