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Thursday, December 1, 2016

BOLI and Nonqualified Benefits in a Change in Control

Banks establish and maintain various forms of nonqualified plans to attract, retain and reward key employees. What is the impact of these plans and considerations upon a change in control? Register for a webinar to discuss these issues to be held December 6 at 2:00 p.m. EST.
This session will provide you with a framework to use in evaluating your BOLI and nonqualified benefit plans from a change-in-control perspective. Speakers from ABA endorsed partner Equias Alliance - and an advisory panel including John Tanselle, an attorney with SmithAmundsen, and Harold Hanley, an investment banker with KBW - will present and discuss the following:
  • Common non-qualified plan agreement provisions
  • Balancing shareholder vs. executive needs and plans
  • Tax and accounting issues, compliance, IRC 409A, IRC 280G, vesting considerations upon a change in control
  • Post-acquisition alternatives for nonqualified plans (retain or terminate or alternatives)
  • BOLI acquisition due diligence and carrier issues
  • BOLI accounting and tax issues
  • Evaluation of a target bank’s programs
Register now.

Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC. Equias Alliance LLC is independent of ProEquities, Inc.