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MISSION STATEMENT

"To provide financial institution management with the requisite tools to
maintain prudent oversight regarding the purchase, reporting and
risk management of Bank Owned Life Insurance and
the administration of nonqualified executive benefit plans."

•  Pre-Purchase Analysis
•  Independent Risk Management Review
•  Post-Purchase Risk Management

News
06-01-2011 April 2011 Newsletter Available
03-03-2011 Office Closed for Mardi Gras
01-04-2011 Washington Report 10-134, Reminder That COLI is Subject to Notice and Consent and Annual Filing Requirements - Code sections 101(j) and 6039I
12-09-2010 Washington Report 10-124, IRS Issues Additional 409A Correction Guidance
12-09-2010 TPC Consulting W-9 Available Online
10-26-2010 October 2010 Newsletter Available
Read more...

Twitter Feed
  • How Long to Retain ERISA Plan Records? Forever: http://t.co/Yt7JhQk via @AddThis
  • FDIC says many small banks are struggling to survive and bad commercial loans are primarily to blame: http://t.co/wHCUHgG
  • 409A Dismay Blog: http://409adismay.blogspot.com/
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