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How Well-Planned Compensation Can Help Diversify Retirement Income

How Well-Planned Compensation Can Help Diversify Retirement Income

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...
A Letter From the Newcleus CEO, Daniel Barbaree

A Letter From the Newcleus CEO, Daniel Barbaree

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...
Community Bank Compensation and the Pandemic

Community Bank Compensation and the Pandemic

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...
Should you lower the rate on your CEO/Executive’s Split-Dollar Loan?

Should you lower the rate on your CEO/Executive’s Split-Dollar Loan?

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...
2021Q1 STREAM Report

2021Q1 STREAM Report

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...
NEWCLEUS TITANIUM, a Revolutionary Deferred Compensation Alternative

NEWCLEUS TITANIUM, a Revolutionary Deferred Compensation Alternative

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,...
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