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


We work as a single united team with market leading firms to give our clients the highest quality advice possible.