- 12/12/2019
The Bottom Line, December 2019 – Adoption of 2017 CSO Mortality Table, Executive Benefit Spotlight – Supplemental Executive Retirement Plan (Defined Benefit Plan), IRS Announcement – Qualified Pension Plan Limitations for 2020 - 12/10/2018
The Bottom Line, December 2018 – Regulatory Updates and More - 05/24/2018
The Bottom Line, May 2018 – A Brief Overview of Changes to Tax Law Under the TCJA - 12/04/2017
The Bottom Line, November 2017 – Tax Bills Include and Then Remove Debilitating Deferred Compensation Provision - 07/14/2017
The Bottom Line, July 2017 – S&P Has Stable Outlook for U.S. Life Insurance Industry for 2017 - 03/01/2017
The Bottom Line, February 2017 – Covering the Gap: Supplemental Retirement Plans and the Need for Bank-owned Disability Insurance - 09/12/2016
The Bottom Line, September 2016 – The Clawback of Erroneously Awarded Executive Compensation and Section 409A - 02/02/2016
The Bottom Line, January 2016 – Four Tips for Balancing Bank Salaries and Incentives - 08/30/2015
The Bottom Line, August 2015 – Five Pay Practices of Growth-Oriented Banks - 05/05/2015
The Bottom Line, April 2015 – The Potential Effect of Low Interest Rates on NonQualified Plan Funding - 02/03/2015
The Bottom Line, January 2015 – 2015 Tax Legislation - 11/14/2014
The Bottom Line–Q4 FICA Taxation of Nonqualified Deferred Compensation - 08/14/2014
The Bottom Line, Q2 2014 – Update on U.S. Life Insurance Financial Strength Rating Changes in 2013 - 05/08/2014
The Bottom Line – Q1 2014 – Propsed Tax Reform Act of 2014 - 12/23/2013
The Bottom Line – Q4 2013 – Agencies Issue Final Rules Implementing the Volcker Rule - 09/10/2013
The Bottom Line – Q2 2013 – S&P Revises Outlooks on Six Insurance Groups - 04/30/2013
The Bottom Line – Q1 2013 – IRS Aggressively Seeks Penalty Taxes Under Section 409A - 01/01/2013
Bottom Line – Q4 2012 – The American Taxpayer Relief Act of 2012 - 10/05/2012
The Bottom Line, Q3 2012 – The Possible Expiration of Bush-Era Tax Cuts and Its Effect on Deferred Compensation - 07/03/2012
The Bottom Line, Q2 2012 – Retaining Top Talent at Closely Held Banks - 04/10/2012
The Bottom Line, Q1 2012 – Legislative Proposals – President’s 2013 Budget - 12/31/2011
The Bottom Line, Q4 2011 – M Financial Group Announces a New Partner Carrier: TIAA -CREF Life Insurance Company - 09/30/2011
The Bottom Line, Q3 2011 – S&P Downgrade of U.S. Credit Rating: Initial Perspectives (As Featured in the August 2011 M Financial Group Due Care Bulletin) - 03/31/2011
The Bottom Line, Q1 2011 – FSOC Study of Volcker Rule and Its Application to BOLI - 12/31/2010
Letter to Community Banks from our President and CEO – Q4 2010 - 09/30/2010
Basel III – Higher Global Minimum Capital Standards Announced – Q3 2010 - 06/30/2010
Moody’s Concludes That U.S. Life Insurance Industry Remains Well Capitalized – Q2 2010 - 03/31/2010
Character-Driven Performance for the 21st Century: Attracting, Retaining, and Motivating Top Talent – Q1 2010 - 12/31/2009
Assessing the Impact of the Decline in the Commercial Real Estate Market on Life Insurers – Q4 2009 - 09/30/2009
Captial Conundrum – How BOLI Impacts a Bank’s Risk-Based Capital Ratio – Q3 2009 - 06/30/2009
“The Five Essentials of Pay for Performance” – Q2 2009 - 03/31/2009
Under Pressure to “Move Money”? – Why Banks Should Consider BOLI – Q1 2009