• Podcasts

    NAFCU – Exploring Critical Factors of Split-Dollar Retirement Plans: Understanding, Design, Administration. March 1, 2010 (Podcast)
    NAFCU – Understanding the Ins and Outs of Non-Qualified Retirement Plans for Your Credit Union. December 14, 2009 (Podcast)

  • 409A Self-correction program summary

    PDF

  • Internal Revenue Service

    http://irs.gov

  • ERISA Top-Hat Filing Database

    http://www.freeerisa.com/

  • Probate Q & A

    PDF