by Feminella, Amy | Sep 12, 2021 | Bank advisors, Compensation Advisors, Insights, News
Key Points When it comes to a key executive’s retirement income, well-planned compensation ensures that they don’t put all their eggs in one basket. Bank‑Owned Life Insurance (BOLI) is one way to diversify retirement income. BOLI creates a tax-advantaged increase in...
by Feminella, Amy | Aug 6, 2021 | Bank advisors, Compensation Advisors, Conferences, Credit Union Advisors, Insights, News, We are Newcleus
A Letter From the Newcleus CEO, Daniel Barbaree It’s a new day with a bright future for Newcleus. Newcleus has completed a strategic transaction with a private equity fund managed by Waterfall Asset Management (the “Waterfall Fund”). This transaction marks a...
by Feminella, Amy | May 27, 2021 | Bank advisors, Compensation Advisors, Insights
Many banks have chosen to tie executive compensation to performance over the last few years, however with the economic volatility we’ve experienced this past year, that may not be the best option. Compensation for your key leadership team is an essential aspect of...
by Feminella, Amy | Apr 14, 2021 | Credit Union Advisors, Insights
Loan regime split dollar, also known as collateral assignment split dollar, has become a very popular deferred compensation arrangement for credit unions and nonprofit executives. When structured appropriately split-dollar plans are relatively flexible and have...
by Feminella, Amy | Mar 19, 2021 | Bank advisors, Compensation Advisors, Insights, News, Stream
2021Q1 STREAM Report Welcome to our 2021Q1 STREAM Report STRATEGY Titanium Plan by Newcleus – Introducing a new retirement plan strategy that provides tax-free retirement income and death benefits for the plan participant’s heirs, and eliminates the...
by Feminella, Amy | Mar 2, 2021 | Bank advisors, Insights, Stream
Newcleus Titanium, a revolutionary deferred compensation alternative, exclusively for Newcleus’ clients, provides unique benefits for both the employer and the plan participant. Newcleus Titanium, a revolutionary deferred compensation alternative,...
