Article 4: Ongoing Plan Maintenance, Accounting Considerations and Revising Existing Plans
May 2018
Article 3: Product Selection, Design Variables and Managing Volatility
May 2018
Article 2: Understanding the Terms of the Split Dollar Agreement
May 2018
Article 1: Split Dollar Regulatory Compliance and Plan Objectives
May 2018
Improve Decision Making through Process and Elimination of Bias
April 25, 2018
Implications of the Tax Act for Tax-Exempt Organizations and Executives: Important Considerations
White Paper | March 2018
Implications of the Tax Act for Credit Unions and Executives:
Important Considerations
White Paper | February 2018
Tax Cuts and Jobs Act: Taking the exempt out of tax-exempt status
January 8, 2018
Tax Cuts and Jobs Act: Taking the exempt out of tax-exempt status
(Credit Unions)
January 3, 2018
Tax Cuts and Jobs Act: Taking the exempt out of tax-exempt status (Healthcare)
January 2, 2018
Understanding Split Dollar Arrangements:
Minimizing Uncertainty
White Paper | September 2017
High-Performance Succession Planning
Trustee Magazine | September 2017
What is the Price of Simplicity?
Protecting the Nest Egg
Trustee Magazine | July/August 2016
It’s Time To Modernize Executive Retirement Benefits – Article 5
An invitation to join a dialogue | August 17, 2015
It’s Time To Modernize Executive Retirement Benefits – Article 4
An invitation to join a dialogue | July 20, 2015
It’s Time To Modernize Executive Retirement Benefits – Article 3
An invitation to join a dialogue | July 7, 2015
It’s Time To Modernize Executive Retirement Benefits – Article 2
An invitation to join a dialogue | June 30, 2015
It’s Time To Modernize Executive Retirement Benefits – Article 1
An invitation to join a dialogue | May 26, 2015
What is the Real Value of Your SERP?
How to Report SERPs & Split Dollar on Form 990
A More Responsible Approach to Retention Planning
California Healthcare News
Transparency Drives a “Win/Win/Win” Solution in Retention Planning
Hospital Council Connect | July 2013
CAP-EX Program (PDF)