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

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.

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?

06/09/2015
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

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

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

06/12/2013
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?

03/2013
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

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

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