Savvy Organizations are Protecting Key Talent from a “Blind Spot”
June 2019
Evaluating Executive Benefit-Options in the New Non-Profit Tax Environment
May 2019
Other Costs and Factors Resulting from Executive Benefit Decisions
May 2019
Financial Statement Impact of Executive Benefit Decisions
May 2019
Decisions Related to Plan Design and Assets
May 2019
Supplemental Disability Fact Sheet
April 2019
Making Better Executive Benefit Decisions: How Do You Make the Right Call?
February 2019
Implications of the Tax Act for Credit Unions and Executives: Important Considerations
White Paper | February 2019
Implications of the Tax Act for Tax-Exempt Organizations and Executives: Important Considerations
White Paper | February 2019
Price of Simplicity 2.0
November 2018
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