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