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Posts By: Nicole Volz

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Home ▻ Articles posted by Nicole Volz

✎Our CEO had a heart attack…Now what?

Posted October 23rd, 2015 by Nicole Volz & filed under Banking, Executive Benefits.

With the recent news coverage of Oscar Munoz, the new chief executive officer of United Continental Holdings Inc. undergoing treatment at a Chicago hospital after suffering a heart attack, many… Read more »

✎Designing a Customized Benefit Plan

Posted March 23rd, 2015 by Nicole Volz & filed under Banking, Executive Benefits.

The design features of an executive benefit plan can help drive bottom line performance and retention. Each person is different, and each person has a different idea as to what… Read more »

✎Using an Association Endorsed Vendor – Is it in the Best Interest of the Bank?

Posted January 21st, 2015 by Nicole Volz & filed under Banking, Executive Benefits.

Endorsed vendor status is used to position some firms to the front of the line with banks looking to purchase products or services. Is this in the best interest of… Read more »

✎E-Filing Now Available for Top Hat Plan Statements

Posted January 13th, 2015 by Nicole Volz & filed under Advisor, Banking, Executive Benefits.

On September 30, 2014, the Department of Labor’s Employee Benefits Security Administration (DOL/EBSA) published a proposed regulation that would require electronic filing of “top hat” plan statements. A top hat… Read more »

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