Plan Design and implementation
• 457(f) plans
• Supplemental retirement plans (SERP’s)
• Endorsement and loan regime split dollar
• Executive life insurance arrangements
• Executive disability insurance arrangements
Executive Benefit Expense Funding
• Self-funding
• Credit-union-owned life insurance
• Mutual funds and managed securities
• Investment committee funding policy statement development
• Bank-owned life insurance (BOLI)
Organizational Benefit Expense Funding
• Supplemental retirement plans (SERP’s)
• Corporate owned life insurance (COLI)
• Bank-owned life insurance (BOLI)
• Post-retirement benefit plans
Administrative Services Review
• Evaluation of legacy provider/plan
• RFP consultation
• Administrative provider selection
• Service agreement due diligence
• Ongoing provider oversight
