Healthcare Representative Experience

Major West Coast Healthcare System - The Board and several key executives realized their growing SERP account balances created two problems.

Healthcare Compensation Consultant - The client was being asked more frequently to render reasonableness opinions on total compensation packages...

Major Healthcare Provider - The Chief Executive Officer contemplated early termination or possible force-out.

Large Health System - The client sponsored a SERP for a key executive. The client and executive expected...

Credit Union Representative Experience

Large East Coast Credit Union - The client had received proposals from three different providers for installing a loan regime split dollar (LRSD) plan.

Multiple Credit Unions - Many of our credit union clients had difficulty understanding where on the Call Report (Form 5300) to report life insurance

West Coast Credit Union - An examiner concluded a credit union could not use its benefits consultant that brokered the insurance funding

Large Southwestern Credit Union - The credit union desired to install a loan regime split dollar arrangement for key executives