Executive Benefits Programs’ Long-Term Success Is Rooted in Good Policy
POST WRITTEN BY David Wright
David is the Chief Strategy Officer of TriscendNP, helping nonprofits make better executive benefit decisions and improve their futures.
Given the important nature of these assets/investments, it is essential for credit unions to have a detailed framework for their management. Taking time to think through and develop a policy proactively will pay dividends in the future. Doing so will ensure that future leadership understands the reasoning and intent behind these plans and associated assets. It also avoids the pitfalls of inefficient transfer of institutional knowledge. Read More