Weir Financial Resources

Previous Years News

Below please find select news - articles, legislation, trends, etc. - related to WFR planning and products.

2017

12/06/2017
Bank Director.com
BOLI Market to Remain Steady in 2018


11/04/2017
Weir Financial Resources
2018 Pension Limits Chart


04/19/2017
Principal Financial Group
Trends in Nonqualified Deferred Compensation


03/26/2017
kiplinger.com
Why You Need Disability Coverage


01/09/2017
LionStreet
Recent COI Increases


01/09/2017
LionStreet
Whole Life Dividend Report


2016

11/07/2016
LionStreet
Whitepaper Cost of Insurance Charges


11/04/2016
Weir Financial Resources
2017 Pension Limits Chart


09/14/2016
Pangburn Group
Proposed Modifications to the 457 Regulations


09/01/2016
Wall Street Journal
Life Insurance Customers Push Back Over Surprise Cost Increases


08/13/2016
New York Times
Why Some Life Insurance Premiums Are Skyrocketing


08/02/2016
Pangburn Group
Proposed Modifications/Clarifications to the 409A Regulations


07/26/2016
Cadaret Grant
A New Era of Advice: Walking Your Clients Through the Fiduciary Rule


06/29/2016
My Stock Options.com
IRS proposed clarifications for 409A Deferred Comp best practice legislation. Helpful, yet no immediate action required.


2015

12/18/2015
Principal Financial Group
Principal Global Perspectives - The Fed Rate Rise Part 2


12/17/2016
Principal Financial Group
Principal Global Perspectives - The Fed Rate Rise Part 1


12/15/2015
Principal Financial Group
Reflections on Competitor Increases inCost of Insurance Rates


12/11/2015
Principal Financial Group
A December to Remember? Three Things to Look for After the Fed Raises Rates


10/15/2015
Principal Financial Group
3 Things You Can Do to Help Prepare for Changing Interest Rates


07/20/2015
Lion Street
Aiming to become king of the producer group jungle?


06/19/2015
Principal Financial Group
Nonqualified Deferred Compensation Participant Survey 6 Key Findings


06/19/2015
Principal Financial Group
Nonqualified Deferred Compensation Sponsor Survey5 Key Findings


06/09/2015
Principal Financial Group
Nonqualified Deferred Compensation Audit Techniques Guide (June 2015)


04/29/2015
BankDirector.com
Report on the Market: BOLI Assets Continue To Have Strong Growth


04/21/2015
NASDAQ
Regional Banks Sweat Through Low-Rate 'Torture'


02/04/2015
Life Health Pro
The Ethical Case for Company-Owned Life Insurance


02/02/2015
The Pangburn Group
BASEL III - Effects on BOLI


01/01/2015
Weir Financial Resources
2015 Weir Financial Resources Pension Limits Chart


2014

12/09/2014
www.lifehealthpro.
The 2015 interest rate outlook: 7 questions answered


12/04/2014
WR Marketplace
2014 Year-End Wealth Transfer Planning: Opportunities


11/03/2014
AALU News Wire
Electronic DOL Filing for Top Hat Plans to Be Mandator


10/16/2014
AALU News Wire
Selecting the Right ILIT Trustee – Art or Science?


07/31/2014
AALU News Wire
Deferred Compensation for Tax-Exempt Organizations (Part II) – Non-Qualified Arrangements.


07/31/2014
Planspponsor.com
NQDC Plans Play Important Role in Retirement Readiness


07/23/2014
Bank Director.com
BOLI Growth Continues: Latest Trends in Bank-Owned Life Insurance


07/16/2014
AALU WRNewswire
Court Imposes FICA Special Timing Rule for Nonqualified Deferred Compensation


07/10/2014
AALU WRNewswire
Split Dollar Opportunities for Closely-Held Businesses.


06/30/2014
principal.com
2013 Non Qualified Deferred Compensation Participant Study


06/19/2014
AALU WRNewswire
FICA Taxes & Nonqualified Deferred Compensation – Fundamental Rules & Planning Considerations


06/02/2014
WFR Client Memo
409(A)IRS Limited Scope Audits


05/30/2014
WR Marketplace
IRS Announces New Program to Audit 409A Compliance


04/09/2014
Buffalo Business First
FDIC study indicates community banks on rise


03/13/2014
AALU WRNewswire
Final Regulations and Recent Tax Court Case Clarify Definition of “Substantial Risk of Forfeiture” Under IRC Section 83.


03/12/2014
Bankdirector.com
Two Risks that Boards should Understand regarding BOLI


03/07/2014
wealthmanagement.com
Five Reasons to Keep a Life Insurance Policy


02/27/2014
acli.com
See coordinated insurance industry response


02/27/2014
Buck Consultants
F.Y.I. Alert - Tax Reform draft proposal released by Congress Ways and Means may serve as model for future employee benefit tax law changes


01/21/2014
I.R.S.
Nonqualified Deferred Compensation Audit Techniques Guide


2013

12/30/2013
Pangburn Group
AALU Releases Washington Report Newswire on Final Volcker Rule BOLI Exception


11/07/2013
Pangburn Group
AALU Releases Washington Report on IRC 409A - Essential for Effectively Deferring Compensation


10/17/2013
MYNQDC
Year-End Insights & Updates, October 17, 2013


09/23/2013
Pangburn Group
AALU Releases Washington Report on "Top-Hat Plan" Exemption Compliance for Deferred Compensation Arrangements


08/31/2013
Principal Financial Group
Nonqualified Deferred Compensation Plans White Paper - Plan Decisions and Changing Tax Conditions from ATRA 2012


06/21/2013
WFR | Business First Article Announcement
Jon Weir - "Who's Who in Banking & Finance


06/12/2013
myNQDC.com
Insights & Updates, June 12, 2013


05/01/2013
Weiss Ratings
Property and Casualty Insurers - Bond Quality Tumbles to Record Low


04/24/2013
Bank Director.com
BOLI is Becoming an Increasingly Attractive Option for Banks


04/01/2013
Council for Disability Awareness
Chances of Disability; Me Disabled?


03/29/2013
Weir Financial Resources
American Taxpayer Relief Act of 2012 and Nonqualified Deferred Compensation Plans


03/2013
Principal Financial
Key Employees Take Charge of Their Retirement Planning


03/2013
Principal Financial
2012 Trends in Nonqualified Deferred Compensation


01/16/2013
myNQDC.com
Alert (Jan. 16, 2013): Tax Act's Impact On Nonqualified Deferred Compensation


01/16/2013
Life Health Pro.com<
Defending your life: Tax reform and the inside buildup


2012

12/12/2012
New York Times
Is 2013 the Year of the Insurance Company Merger?


12/11/2012
New York Times
Life Insurance as an Asset Class


10/22/2012
Mercer
Retention Concerns Return as Hiring Increases


10/17/2012
My Stock Options.com
Social Security Yearly Income Cap Will Rise In 2013: Impact On Stock Comp And NQDC


09/13/2012
CFO.com
CEOs Extend Pay Gap Over Finance Chiefs


09/11/2012
NewYorkTimes.com
For Top Executives, Richer Retirement Plans


08/21/2012
My Stock Options.com
IRS Guidance Clarifies Company Withholding For Additional Medicare Tax On Compensation Income


06/10/2012
WFR | Business First Article Announcement
Jon Weir - "Who's Who in Banking & Finance


03/14/2012
Insurancenewsnet.com
MetLife's Response to the Fed's Stress Test


The links above are provided by WFR for general information purposes. We make no representation as to the contents of any of the information on this page, including representations of accuracy.


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