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Equias Alliance provides individual plans with BOLI and nonqualified benefit plans to help executives for banks of all sizes with qualified consultants.

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Equias Alliance - Home | equiasalliance.com Reviews
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Equias Alliance provides individual plans with BOLI and nonqualified benefit plans to help executives for banks of all sizes with qualified consultants.
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Equias Alliance - Home | equiasalliance.com Reviews

https://equiasalliance.com

Equias Alliance provides individual plans with BOLI and nonqualified benefit plans to help executives for banks of all sizes with qualified consultants.

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Equias Alliance - Home

Equias Has the Answers! Equias User Interface Portal. Equias Alliance helps banks achieve their key financial goals, manage benefit liabilities and enhance shareholder value through market-leading knowledge, tailored executive benefit plan design, Bank Owned Life Insurance (BOLI) expertise and BOLI administration solutions. How to Retain Your Best People. Click here to read more. Key Trends in the BOLI Market in 2016. Click here to read more. Equias Alliance/Michael White 2016 Q2 BOLI Holdings Report.

INTERNAL PAGES

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1

Equias Alliance - Our Leadership Team

http://www.equiasalliance.com/our-firm/our-leadership-team

Becky A. Pressgrove. Senior Vice President and Chief Operating Officer. As Vice President of Clark Consulting's Technical Resource Group, Becky worked closely with a team of senior advisors, in tax, accounting and legal disciplines, to provide technical assistance to consultants, clients and client service administrators on accounting, tax, regulatory and legislative issues. Linda J. Radley. Senior Vice President and Chief Financial Officer. Office: 901.754.4924. Fax: 901.754.3375. Memphis, TN 38018.

2

Equias Alliance - Endorsements

http://www.equiasalliance.com/our-firm/endorsements

AALU Washington Report -. Proposed Section 409A Regulations Published. Click here to read more. Key Trends in the BOLI Market in 2016. Click here to read more. Equias Alliance/Michael White 2016 Q1 BOLI Holdings Report. Click here to read more. What are the Best Ways to Fund Your Retirement Plans for Executives and Directors? Click here to read more. August 28-30 Virginia Bankers Association. September 11-13 Indiana Bankers Association. September 12-14 Missouri Independent Bankers Association.

3

Equias Alliance - Our Consultant Team

http://www.equiasalliance.com/our-firm/our-consultant-team

Todd Andritsch, MBA. Direct: 317.517.5000. 11242 Wolf Dancer Pass #103. Fishers, IN 46037. Glenn A. Blackwood. Office: 561.798.5620. Fax: 561.798.3511. Cell: 561.253.5441. 3500 Fairlane Farms Road, Suite 11. Wellington, FL 33414. David F. Boyle, JD. Overland Park, KS 66221. Kelly T. Coughlin, CPA, MBA. Direct: 612.232.6640. Topeka, KS 66604. 7417 Kellogg Avenue South. Minneapolis, MN 55435. Office: 469.252.1037. Fax: 972.335.9545. Cell: 612.845.2256. 7200 Bishop Road, Suite 240. Plano, TX 75024. Office: ...

4

Equias Alliance - Industry Expertise

http://www.equiasalliance.com/our-expertise/industry-expertise

Equias Alliance has extensive experience in assisting financial institutions with a variety of challenges faced with this industry such as designing and implementing compensation plans to attract and retain key officers, and improving bottom line performance. Our consultants have helped banks design and implement over 2,000 nonqualified benefit plans. Our consultants have also assisted with over 1,500 BOLI placements. AALU Washington Report -. Proposed Section 409A Regulations Published.

5

Equias Alliance - Testimonials

http://www.equiasalliance.com/our-firm/testimonials

Peapack-Gladstone Bank has been working with principals of Equias Alliance since 2001 and considers the Equias team to be trusted advisors. They have been outstanding in making sure our BOLI and benefit plans are beneficial to the Bank and are in line with regulatory guidance. We value our collaborative relationship highly.". Jeffrey J. Carfora. Senior Executive Vice President. First Clover Leaf Bank, Edwardsville, IL. Model . their knowledge of the benefit space is un-paralleled.". We first purchased BO...

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Table of Contents

http://www.equiasinsights.com/issue-1-2012-tax-update/contents

Nonqualified Plans for Directors. Supplemental Life Insurance Plans. Social Security Benefits - Additional Reporting Requirements. Social Security and Medicare Taxes for 2012. Wage Base Changes for 2013. Benefit Plan Agreements with Consulting Clauses. Internal Revenue Code Section 409A and Related Guidance. Pre-2005 Deferred Compensation Not Subject to 409A. Internal Revenue Code Section 101(j). Issue 1- 2012 Tax Update.

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Supplemental Life Insurance

http://www.equiasinsights.com/issue-1-2012-tax-update/supplemental-life-insurance

Supplemental Life Insurance Plans. Both survivor income and supplemental life insurance (or split-dollar) plans provide a death benefit to a participant's designated beneficiaries. The designs, however, are different and produce different tax results. This type of benefit can stand alone or be part of another nonqualified benefit arrangement, such as a supplemental executive retirement plan or salary continuation plan. Social Security and Medicare Taxes. For split-dollar arrangements entered into before Janua...

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New Mexico Bankers Association

http://www.nmbankers.com/associate-members.php

About NMBA ▼. Total Training Solutions Webinars. Products / Services▼. To download the printable Store Purchasing Card for use at Office Depot retail locations. Find the history to any bank institution. Please call Debbie Schaefer at 505-822-7900 or email dschaefer@nmbankers.com. If your company would like to become an NMBA Associate Member or for information about Associate Member advertising, exhibiting and sponsorship opportunities. Associate members listed below can be reviewed by Company Name:.

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Bank Holding Company Association - Associate Members

http://www.thebhca.org/page-1277697

BHCA Fall Seminar 2016. BHCA Fall Seminar Agenda. Center State Bank N.A. Erik Bagwell, AVP. Barack Ferrazzano, LLP. Michael Ritter, Vice President. Federal Home Loan Bank. Des Moines, Iowa. Dan Laird, vice president/member services. Des Moines, Iowa. Steve Davis, regional director. West Des Moines, Iowa. Jeff Williams, VP. Abdo, Eick and Meyers. Brad Reich, partner. Patrick Larson, Principal. St, Paul, Minn. Greg Rueter, Regional V.P. Allison-Williams Company, Inc. Greg Larson, Executive V.P. Brooklyn Pa...

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Endorsed Vendors - Virginia Bankers Association

http://www.vabankers.org/endorsed-vendors

Solutions through unified effort. Find a Career in Banking. I Directions to VBA. VBA Financial Services Membership. VBA Emerging Bank Leaders. VBA Emerging Bank Leaders Events. VBA Retired Banking Executives. Join the VBA Retired Banking Executives. VBA/ABA Government Relations Summit. Who is My Elected Official. Who is My Legislator. Who is My Congressman. ABA Facilitated Online Training. ABA Self-Paced Online Training. Certified Regulatory Vendor Manager Program. Enterprise Risk Management Conference.

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ICBA/NM

http://www.icbanm.org/associatemembers

Independent Community Bankers Association of New Mexico. US Representatives and U. S. Senators. Independent Community Bankers of America. Western States Directors Education Foundation Symposium. Western States School of Banking. Go Local - Community Bank Locator. New Mexico Bank Directory. Go Local - Community Bank Locator. Anne Haines Yatskowitz, President and CEO. 2000 Zearing Ave NW. Albuquerque, NM 87104. URL: www.accionnm.org. Arland and Associates, LLC. William Arland III, Founder. Austin, TX 78727.

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Equias Alliance - Home

Equias Has the Answers! Equias User Interface Portal. Equias Alliance helps banks achieve their key financial goals, manage benefit liabilities and enhance shareholder value through market-leading knowledge, tailored executive benefit plan design, Bank Owned Life Insurance (BOLI) expertise and BOLI administration solutions. Q3 2017 Equias Alliance/Michael White 2017 BOLI Holdings Report. Click here to read more. BOLI Market to Remain Steady in 2018 Bank Director. Click here to read more. Community Banker...

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Issue 1- 2012 Tax Update.

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