401(k), Profit Sharing, Defined Benefit Plans, SEPs, SIMPLEs
For buy/sell agreements, should one partner pass away. Allows remaining partners to purchase that portion of the partnership
“Golden Handcuffs”: a special benefit package for a top exec or key employee. If the employee stays with the firm for 5+ years, then the company agrees to pay a certain sum at the end of that time.
Investment Representatives are securities licensed in the state of Georgia.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/ SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Inter American Trust Bank has contracted with CFS to make non-deposit investment products and services available to credit union members.