Elements of a Supplemental Executive Retirement Plans – Designing Plans for Today and Tomorrow’s Leaders
As competition grows and leadership demands increase, credit unions must go beyond traditional compensation to attract and retain top talent. Supplemental Executive Retirement Plans (SERPs) have become a key tool in supporting leadership continuity and long-term success.
TruStage will explore the essential components of a well-designed SERP and how to keep it effective in a changing leadership landscape. Whether you're managing an existing plan or considering new solutions, you’ll gain practical strategies to align executive benefits with your credit union’s long-term goals.
Key Takeaways
- Importance of Supplemental Executive Retirement Plans (SERP) for credit union leaders
- How to design SERP and the elements used in planning
- Planning for future leaders and ensuring longevity of executive benefit programs
Date & Time
July 29, 2025
10 – 11 a.m. CT
Educational Investment
Registration for this event is complimentary.
Audience
This webinar is intended for board members, CEOs, CFOs, HR executives, and anyone involved in executive compensation planning within credit unions.
Speaker: Danielle Scodellaro, CFP®, ChFC®
Executive Benefits Specialist, TruStage Executive Benefits Solutions
Danielle Scodellaro is a registered representative of LPL Financial, offering products and services as part of the executive benefit plans at TruStage, a company that specializes in the design, implementation, financing, and ongoing administrative support of supplemental executive benefit programs specifically tailored to credit unions. She has worked in the financial services industry since 2011 and began her career at TruStage in 2015. She worked within the Executive Benefits department, assisting with sales and service, until taking on her role as an executive benefits specialist.
Prior to joining TruStage, Danielle worked as a financial planning assistant with Private Wealth Practice of Ameriprise Financial Services. In that role, she worked with an advisor to create holistic financial plans and reviews. She has also worked as a retail banker, helping individuals and small business owners manage daily finances and banking needs.
Danielle graduated from the University of Wisconsin-Madison with a bachelor’s degree in international studies and political economics. She holds FINRA Series 6, 7, 63, and 66 securities registrations with LPL Financial, the Certified Financial Planner® designation, the Chartered Financial Consultant® designation, as well as life, health, and annuities licenses.
Questions?
Call 800-442-5762 ext. 6630 or 469-385-6630 or email us.