Deferred Compensation Decoded
November 12th | 1pm ET
Webinar Description:
Associations are competing for executive talent while juggling mission, governance, and tight budgets. Deferred compensation plans like 457(b) and 457(f) can help, but only when HR and finance actually understand how the pieces work together.
This session breaks down both plan types from two angles: the HR perspective (who should participate, retention strategy, implementation workflow) and the financial advisor perspective (funding approaches, investment structure, organizational risk). Through real-world case studies, including recruiting a new CEO and retaining a critical executive, you’ll see how plan design decisions play out in practice.
Whether your organization already offers a 457 plan or is evaluating one for the first time, this session gives you the vocabulary and framework to have an informed conversation.
You’ll leave with:
- A clear framework for distinguishing 457(b) from 457(f), and when each applies
- Five questions to ask before implementing a plan
- A practical roadmap from board approval to ongoing administration
- An understanding of who owns what: HR, finance, legal, and your financial advisor