This is a three-part interview with PARC Street Partners Senior Partner Bruce Smith and Senior Partner Chris Jones to discuss the company's mission, vision, and educational opportunities they provide the credit union industry in the executive benefits arena.
In part two, Bruce and Chris shared a few best practices that credit unions should abide by when evaluating SERP providers.
They also talked about the primary reasons a credit union would put a SERP in place and how they decide if a 457f or a split dollar/switch dollar is best for a credit union.
Watch Part 1
