Services

Business Solutions

 

Partnering with you in complying with the changing fiduciary environment

Business Solutions

Bank Owned Life Insurance (BOLI)

BOLI – Consulting & Implementation

The key component of our process is to identify the purpose of the BOLI holding and insure that assets held are in alignment with the goals and objectives of the bank management. From there, the next step is creating a transparent and smooth implementation of the product.

BOLI – Compliance

FCG professionals have been working in the BOLI market before the initial regulatory guidelines were issued in 1991. We work with our clients in the risk analysis for both pre-purchase and post-purchase. We provide a detailed risk and performance review annually as part of the compliance requirements (OCC Interagency Bulletin 2004-56).

BOLI – Administration

Our administrative services are handled by experienced CPAs who provide the program reports on a timely basis. The administration includes the annual asset and liability accounting (executive plans), as well as annual regulatory compliance reporting.

Retirement Planning & Consulting

Partnering with you in complying with the changing fiduciary environment.
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Fiduciary Plan Services

Our firm members are professional consultants that serve as fiduciaries for our clients’ plans.
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Bank Owned Life Insurance (BOLI)

The key component of our process is to identify the purpose of the BOLI holding and insure that assets held are in alignment with the goals and objectives of the bank management.
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Employee Stock Ownership Plans

An ESOP (Employee Stock Ownership Plan) is a tax-qualified employee benefit plan that can also be used to provide benefits for the sponsoring company and its ownership.
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Deferred Compensation & Executive Benefits

Executive benefit programs are used to properly compensate, reward success, and eliminate gaps for key personnel.
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Contact Us

9040 Garden Arbor Drive, Suite 206
Germantown, TN 38138

901.309.2680

info@fcgtn.com