The Challenge The Bank was looking for another benefit to reward and retain its leadership team. The Solution EBN implemented a Group Term Carve-Out (GTCO) and Short-Term Incentive Plan (STIP)…. Read more »
New Rules on Disability Claims
DOL rules and Disability Claims The DOL has presented new rules regarding the claims procedures for disability benefits in employee benefit plans effective April 1, 2018. These new rules were… Read more »
How to Choose the Select Group for a Top-Hat Plan
In today’s market there is a much stronger focus to recruit, retain and reward your key executives. It is important to ensure your executive’s goals are in line with the… Read more »
Whitepaper: The Role ESOPs Play in Bank Succession Planning
There are multiple ways to recruit, retain and reward your key executives that can also be tied to the succession plan of your bank. One example is the implementation of… Read more »
Video: Compensation Planning in Today’s Talent Market
How do banks attract young employees and retain key executives? David Fritz Jr. and Patrick Marget of Executive Benefits Network explain that bank compensation plans should appeal to multiple generations… Read more »
EBN Featured in the August 2017 Milwaukee Magazine
“The Faces of Milwaukee” Executive Benefits Network was featured in the August 2017 Edition of Milwaukee Magazine in “The Faces of Milwaukee” Section!
Tax Reform and Life Insurance Planning
AALU Tax Reform Update The AALU recently released an update on the much-anticipated tax reform and how it impacts life insurance planning. President Trump wanted to have the tax reform… Read more »
Financial Planning on the (Possible) Eve of Tax Reform
Tax Reform Status President Trump’s tax reform proposal mirrors what he promised during his campaign. With the prospect of major tax reform on the horizon, it is important to stay… Read more »
Top 2017 Compensation Questions To Ask
It’s no secret that the new administration has very different governance practices and priorities. Congress and CEO Pay Ratio regulations are being examined and the SEC has opened the topics… Read more »
EBN – Lawrence, KS Office Moved!
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