Services

We are uniquely positioned to both advise on, and provide our bank clients with, the following services:

  • Designing, funding, and administering executive benefit and board compensation plans;
  • Cash value and benefit reporting;
  • Regulatory compliance;
  • Minimizing current benefit costs and long-term benefit liabilities;
  • Structuring succession and long-term incentive plans;
  • Developing executive compensation strategies for TARP Banks;
  • Addressing underwater equity compensation and split dollar benefit plans;
  • Rescuing broken and/or inefficient executive benefit plans;
  • Evaluating and addressing credit risk and performance issues in BOLI portfolios; and
  • Identifying and fixing benefit plan service and administration problems