Bank Owned Life Insurance (BOLI) purchases through the first half of 2022 continue to be elevated relative to historical standards, which has been a consistent trend since the second quarter of 2020. As of June 30, 2022, total BOLI owned by all US banks totaled $222.5 billion (1), which is a year-over-year increase of $10.8 billion.
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The latest analysis of compensation and benefits trends that advisors can use to assist their clients.
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Watch Now: In this webinar designed for advisors, Newport's experts discuss opportunities in the bank-owned life insurance (BOLI) market, even after unprecedented 2021 BOLI sales have led to some unique challenges.
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Section 409A of the Internal Revenue Code of 1986, as amended (the "Code") requires deferred compensation to be paid under written agreements specifying both the time when payments commence and the form of payment. Section 409A prohibits earlier payment under an "anti-acceleration" rule.
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Newport, a leading provider of retirement plan services, has announced that Clay Kennedy has joined the organization as a Regional Director.
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Plan Sponsor and Advisor Webinar
April 6, 2020
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Many of our clients face challenges attracting, motivating, and retaining top executives. To alleviate those challenges, most public companies have some kind of “equity-based” long-term incentive program (LTIP) in place for top executives. LTIPs reward executives for their contributions to value creation as measured by increases in share price.
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With persistent low interest rates over the last decade, bank-owned life insurance (BOLI) owners have seen the impact on their cash value yields. While many focus on these bottom line yields, the potential for improving yields through death benefit optimization is often overlooked.
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What are the latest approaches for recruiting, rewarding and retaining talent? And what roles do you play as an advisor? Find out more of the the latest trends in Newport annual Compensation, Retirement and Benefits (CRB) Trends Report.
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Common Questions from Plan Sponsors and Plan Committees
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