Executive Retention and Retirement Plans for Non-Profit Organizations

The presentation reviews current trends in the design of executive retention and retirement plans including:

  • The challenges posed to non-profits looking to retain and reward executives including IRS 457, IRS Form 990 Disclosure and the inability to offer equity to key employees,
  • How performance based plan designs can be attractive to executives and cost efficient to the employer
  • Plan Design opportunities presented by proposed changes to IRC Section 457(f) regulations,
  • Other tax-advantaged savings and retirement planning strategies

Listen to experienced practitioners discuss how to design retention programs for non-profits, including potential application of proposed new 457 regulations.