Relevant Information On Nonqualified Executive Benefit Plans, And Other Related Executive Topics.

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Bank Consulting Group, Inc.
Web Site: www.BankConsultingGroup.com
Phone: 312-759-2700

Article Archives: In PDF Format

• Second Quarter 2008 NetWorth Newsletter - Full Version
  Individual Articles Within Newsletter:
  1. From the CEO
  2. Reevaluating Your Bank's "Liquidity" Strategy
  3. Eye on Legislation
  4. Accounting for Financing Assets of Nonqualified Benefit Plans
  5. New Reporting Requirements for Employers with Corporate Owned Life Insurance
  6. New Ideas: Have you considered . . .

• Fourth Quarter 2007 NetWorth Newsletter - Full Version
  Individual Articles Within Newsletter:
  1. From the CEO
  2. Leadership that Promotes Productivity, Passion, and Peace
  3. Financial Accounting for Nonqualified Deferred Compensation Plans
  4. Case Study — Maximizing the Returns from your Bank Owned Life Insurance
  5. New Ideas: Have you considered . . .
     

• Third Quarter 2007 NetWorth Newsletter - Full Version
  Individual Articles Within Newsletter:
  
  1. From the CEO
  2. Leadership and the Quiet Storm?
  3. Case Study – Value Added Alternative for Nonqualified Life Insurance Plans
  4. Final Regulations on Section 409A — What Should I Do Now?
  5. S.E.C. Proxy Disclosure Rules and Changes in Executive Compensation
  6. New Ideas: Have you considered . . .

• Second Quarter 2007 NetWorth Newsletter - Full Version
  Individual Articles Within Newsletter:
  
  1. From the CEO
  2. Free Benefits: Fact or Fiction?Rabbi Trusts: Benefits, Features, and Key Considerations
  3. Nonqualified Benefit Plan Developments in 2006
  4. Proven Techniques to Enhance Your Nonqualified Benefit Plans
  5. New Ideas: Have you considered . . .
  6. Proposed Legislation - Small Business and Work Opportunity Act of 2007

• First Quarter 2007 NetWorth Newsletter - Full Version
  Individual Articles Within Newsletter:
  
  1. From the CEO
  2. Accounting Changes for Split Dollar Life Insurance Arrangements
  3. Re-Recruit Your Best and Brightest Now!
  4. New Rules to Maximize Tax-Effectiveness of COLI Purchases
  5. New Ideas: Have you considered . . .Reminder: SEC Executive Compensation Disclosure Rules Effective for 2007 Proxy Season
  6. The Role of the CEO in Board Succession Planning

• Third Quarter 2006 NetWorth Newsletter - Full Version
  Individual Articles Within Newsletter:
  
  1. From the CEO
  2. Are You Rewarding Your Directors Appropriately?
  3. Nonqualified Executive & Director Benefit Plans
  4. Bucket, Buckets, Buckets . . . Do we really need them?
  5. 409A Cliffhangers: Lingering Questions From the Proposed Regulations
  6. Choosing the Right Consultant for Your BOLI Purchase
  7. Evaluating Your Boli Investment – Optimizing Performance
     
     
• Second Quarter 2006 NetWorth Newsletter - Full Version
  Individual Articles Within Newsletter:

1. From the CEO
2. Considerations in Selecting Your BOLI Insurance Carrier
3. A New Landscape for Executive Deferred Compensation Plans
4. Overview of Corporate Governance and Fiduciary Responsibilities for
   Board of Directors and Compensation Committee Members
5. Steps to Implementing BOLI
   

• SPECIAL EDITION - Section 409A - Ideal Time To Optimize Your Deferred
  Compensation Plans

• Third Quarter 2005 NetWorth Newsletter - Full Version
  Individual Articles Within Newsletter

1. From the CEO
2. It's Third Quarter of 2005 — Do You Know Where Your Plans Are?
3. Why All The Hoopla Over Pension Funding Reform
4. Free Benefits — Fact or Fiction
5. Rock Solid Living
6. CFO's: New Responsibilites and Prominence
7. Effective Interviewing: What It Takes To Make Strong—
   First—and Lasting Impression

• Second Quarter 2005 NetWorth Newsletter - Full Version
  Individual Articles Within Newsletter:

1. From the CEO
2. BOLI Investment Policy & Annual Post-Purchase Risk Assessment: New Bank
   Regulatory BOLI Compliance Obligations
3. Compliance Alert — Third Pary Brokerage Arrangements Between Banks and Brokers
4. A Convenient Way to Safeguard Your Savings
5. Key. Top-Management Skills Employers Look For in Today's Volatile and
   Demanding Marketplace
6. The Marriage of Plan Design and Plan Administration
   
   
• First Quarter 2005 NetWorth Newsletter - Full Version
  Individual Articles Within Newsletter:
  
  1. From the CEO
  2. Update on Nonqualified Deferred Compensation Guidance
  3. Nonqualified Benefit Plans Best Practices and the American Jobs Creation Act of 2004
  4. Nonqualified Benefit Plan Administration and the American Jobs Creation Act of 2004
  5. Coping with an Exam Surprise: A Call for Director Action
  6. Nonqualified Plans - Recent Guidance Issued,
     But Discussion of Certain Issues Remains "Deferred"
  7. Assessing Vendor Qualifications When Purchasing BOLI
  8. The College Saving Dilemma
     
     
• Fourth Quarter 2004 NetWorth Newsletter - Full Version
  Individual Articles Within the Newsletter:
  
  1. December Note From the CEO
  2. Available/Acceptable Sources of Funds to Purchase BOLI
  3. BOLI-Financed Executive Compensation
  4. Renewed Public and Regulatory Scrutiny of Executive Deferred Compensation Plans
  5. Net Unrealized Appreciation and the Retirement Plan Distribution Decision
  6. Why Northwestern Mutual Can Say Its BOLI Product Stands Apart From the Pack
  7. College Planning = Retirement Planning
     
     
• Third Quarter 2004 NetWorth Newsletter - Full Version
  Individual Articles Within the Newsletter:
  
  1. September Note From the CEO
  2. Executives and Directors of Financial Institutions and the Purchase of BOLI
  3. The Periscope Pivots Toward Compensation Committee Conduct
  4. Congress' Recent Actions Effecting Deferred Compensation
  5. The Urgent People Problem
  6. Stock Valuations: Purposes and Methodologies
  7. Is Your Financial Advisor Making the Grade?
  8. Popularity of "Fixed" or "Guaranteed" Separate Accounts Linked to Their Unique Features
  9. How Does the 108th Congress Act With Respect to Pension Issues?
  10. Press Releases as Weapons in Building Business
      
      
• Second Quarter 2004 NetWorth Newsletter - Full Version
  Individual Articles Within the Newsletter:
  
  1. June Note From the CEO
  2. Stock-Based Director Pay - Is There an Inherent Conflict?
  3. Addressing the Mutual Fund Crisis
  4. How to Protect Against the Silent Killers of Investments
  5. Recent Legislative Initiatives Regarding Executive Deferred Compensation Plans
  6. Case Study: Stock Options Deserve Cautious Eye
  7. Executive Hiring...Improving Their Return On Your Investment
  8. Three Options for Split-Dollar Plans
  
  
• Why Northwestern Mutual's BOLI product stands apart from the pack
  
• The Philosophy Behind Northwestern Mutual's BOLI Product
  
• Mistakes That Can Cost You When Designing Benefit Packages
  For Your Key Executives
  
• Enhancing Participation in Wealth Accumulation Plans
  
• Nine Hot Topics Related To Recent Legislation
  
• Proposed Legislation to Curb Abuses