Tax-Exempt Co-op Plan Resources

Take a closer look at Homestead Advisers’ Deferred Compensation Plans Available to Tax-Exempt Co-ops. Below you will find resources for co-ops that file a Form 990.

For a detailed comparison of nonqualified deferred compensation plan types, click here.


Executive Compensation 457(b) Plan

Allows co-ops to provide additional savings options for a select group of executives.

Executive Compensation 457(b) Checklist

Executive Benefit Restoration Plan

Allows co-ops to provide additional retirement benefits to a select group of executives who may have their pension benefits limited because of IRS restrictions on qualified retirement plans. 

Executive Benefit Restoration Plan Checklist

Performance Incentive 457(f) Plan

Allows co-ops to provide supplemental compensation to employees if specific performance goals are met within a predetermined time period.

Executive Compensation 457(f) Checklist