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Category: Advisor

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Home ▻ Archive by category "Advisor"

✎2021 COLA Numbers

Posted November 6th, 2020 by Pat Marget & filed under Advisor, Banking, Executive Benefits, Personal Planning.

The 2021 Cost of Living Adjustments for various qualified retirement plans and other amounts have recently been released by the Internal Revenue Service. The numbers have been updated based on IRS… Read more »

✎Feeling the Squeeze in Net Interest Rates?

Posted June 3rd, 2020 by David Fritz & filed under Advisor, Banking, Executive Benefits.

Take a Look at BOLI 2020 has seen a significant drop in interest rates with several cuts by the Fed over the past several months. While these dramatic steps work… Read more »

✎Effects of COVID-19 on Nonqualified Plans

Posted April 15th, 2020 by David Fritz & filed under Advisor, Banking, Executive Benefits.

Nonqualified Plans and the American Pandemic, COVID-19 The new coronavirus, COVID-19, has created great social and economic uncertainties for companies, their employees and families. This article provides helpful information to… Read more »

✎The SECURE Act: What You Should Know

Posted January 9th, 2020 by David Fritz & filed under Advisor, Banking, Executive Benefits.

Highlights of SECURE Act The President recently signed the “Setting Every Community Up for the Retirement Enhancement Act of 2019” also known as the SECURE Act of 2019.  The SECURE… Read more »

✎Addressing A Flat Yield Curve

Posted October 30th, 2019 by David Fritz & filed under Advisor, Banking, Executive Benefits, Uncategorized.

How to Invest with a Flat Curve Economists, financial professionals and business owners use the yield curve to predict economic outcomes and gauge the behavior of the market. The yield… Read more »

✎Salary Budget Predictions 2020

Posted September 19th, 2019 by David Fritz & filed under Advisor, Banking, Executive Benefits.

Reviewing Compensation Packages As the new year approaches, it is time for employers to consider salary increases for the 2020 year. The results produced by WorldatWork, an association of Total… Read more »

✎Whitepaper: Short-Term & Long-Term Incentive Plans

Posted August 22nd, 2019 by Pat Marget & filed under Advisor, Banking, Executive Benefits.

Nonqualified benefit plans are implemented to recruit, retain and reward key employees.  Properly implemented plans motivate and reward employees to work towards common company goals while retaining employees with a… Read more »

✎The Importance of Employee Engagement

Posted July 9th, 2019 by David Fritz & filed under Advisor, Banking, Executive Benefits.

Tangible Benefits and Best Practices  David Fritz was featured in an article titled “Employee Engagement” in the Wisconsin Bankers Association’s July 2019 Magazine. David states, “The productivity of the organization… Read more »

✎David Fritz appointed to Board of AALU

Posted June 14th, 2019 by David Fritz & filed under Advisor.

David Fritz was recently appointed to the Board of Directors for The Association for Advanced Life Underwriting (AALU).  AALU advocates on behalf of all financial security professionals, servicing communities in… Read more »

✎Case Study: Group Term Carve-Out for a Community Bank

Posted May 10th, 2019 by Elizabeth Wendorf & filed under Advisor, Banking, Executive Benefits.

The Challenge The Bank was looking for another benefit to reward and retain its leadership team. The Solution EBN implemented a Group Term Carve-Out (GTCO) and Short-Term Incentive Plan (STIP)…. Read more »

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