What’s New, Next, And The Same In Executive Benefits



What’s New, Next, And The Same In Executive Benefits

August 2018

When it rains, it pours. In the past few months, several high impact changes affecting executive benefits have taken place: NCUA examiner guidance, tax reform, and DOL disability claims. We’ll walk you through how these changes affect your credit union and how to manage it. Looking ahead, we’ll discuss what’s next on the horizon and what you should do to prepare. Finally, we’ll take a look at what hasn’t changed.

This webinar will provide an overview of key concepts in developing and maintain an executive benefits plan.

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Expert Presenter

Guy Collins, CFP®, Regional Vice President, Executive Benefits

Guy Collins is a Regional Vice President serving credit unions throughout the country. Guy develops custom programs for institutions that align the interests of both the organization and the executive. Guy has nearly 20 years of executive compensation and benefit consulting experience with businesses and institutions of varying sizes ranging from 50 employees to more than 25,000. His areas of expertise include qualified plans, nonqualified plans, life and disability.

Guy received his Bachelor of Arts in Economics from Lake Forest College in Illinois. He holds a Certified Financial Planner designation, and life and disability insurance licenses as well as FINRA Series 7, 63, and 26 licenses.

Guy is a frequent speaker at industry events. He recently presented “Executive Benefits: Getting Started” for the Greater Southern Council of the Credit Union Executives Society. He also shared his expertise in “Executive Benefits: Plan Overview and Strategies” and “Executive Benefits: The Dos and Don’ts of Vendor Selection” for the National Association of Federal Credit Unions. Guy, his wife, and two children reside in the Dallas, Texas area. In his spare time, Guy chases muskie in freshwater across the country.

Expert Presenter

Mike Mason, Regional Manager, Executive Benefits

Mike is responsible for the implementation and servicing of executive benefit programs as well as for performance, regulatory, and IRS compliance monitoring of plan assets for client portfolios. He monitors all law and regulations that affect executive benefit programs within the credit union industry. Mike oversees a dedicated client service team that manages the day-to-day needs of BFB Gallagher’s clients.

Mike was a financial professional for Prudential Financial before joining BFB. Mike holds an insurance license as well as FINRA Series 6, 63, and 65 licenses. Mike received his Bachelor of Science in Business Administration from Appalachian State University.