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Get an overview of executive benefits: strategies, funding options, regulatory compliance, and the effect of today’s financial market.

As a healthcare organization, your key executives and physicians are responsible for driving the success of your organization. Is your retention plan compelling enough to keep them in place? Are…

Benefit Liability Management isn’t a new concept in the credit union industry, yet many are unsure of what it means. Sometimes called Benefits Pre-funding, it is simply purchasing an otherwise…

This webinar addresses how the Tax Cuts and Jobs Act affects executive compensation. In particular, new Section 4690 of the tax code imposes a 21% excise tax on credit unions…

After several years in the making, the NCUA recently published its guidance for examiners on Section 701.19. Under this regulation, a federal credit union may hold otherwise impermissible investments if…

This webinar digs into the details of proper accounting methods for Business-Owned Life Insurance (BOLI) and Supplemental Executive Retirement Plans (SERPs). In addition to call report treatment, we look at…