Board

Market insights: October 30, 2026 After the Close

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Regulatory Notice –  Sharon & Crescent United CU (SCUCU) – 209 CMR 50.06(3)(c) – Collateral Assignment Split Dollar Life Insurance

Dear Commissioner Gallagher and @dob.applications@mass.gov Credit Union Unit: On behalf of Sharon & Crescent United Credit Union, doing business as SCU Credit Union (NCUA Charter No. 67836), please

Re: SCUCU | State Parity Notice – Final Items for Completion

Sounds like a plan, I've set reminders starting next Thursday. -- Dan Sherman 612 - 799 - 4310 The New Firm, Ltd. On Oct 30, 2026 at 11:30:13 AM, Ryan Millman <rmillman@acumenfa.com> wrote:

Re: Rob Hoffman (MMA) and Ryan Millman (AFA): Intro/Split Dollar Discussion

Debbie, Will need an earlier in the day time. Robert Hoffman Senior Consultant, Executive Benefits CA License #4035806 M +1 540 314 2645 | Mid-Atlantic Robert.Hoffman@marshmma.com | MarshMMA.com Please

ECMC split dollar plans – refinancing amendment (revised draft) and Tate Amendment 1

Hey @Dan Sherman, I had a chance to review this, and Eric and I also touched on it briefly during a separate meeting. With a few upcoming meetings with ECMC later in November, we want to make sure we

American Board of Psychiatry & Neurology, Inc. - EL Request

Can you please send us a census or something as this person is not in VDB. TY KAREN RIANO Senior Client Success Manager P (951) 440-2936 E kriano@acumenfa.com W acumenfa.com From: Eric Bach <ebach@

FW: Re: Hometown CU (Chad Williams)

Hi Dan, Do you mind providing an EL and 457(f) agreement for the attached and following: Noting the following adjustments are being made to the attached 457f plan: Hypothetical Death benefit should be

Next Steps with (MA) SCUCU: Jeremy new CASD + Glenn REBA to CASD Conversion + New Funding

Ameya, Thanks this is perfect. If we can have Jeremy's final proposal updated with this slide when we're close to funding that will be great for the records. @Dan Sherman think this now covers

Re: [EXTERNAL] - The New Firm payment information

Thanks Vanessa! -- Dan Sherman 612 - 799 - 4310 The New Firm, Ltd. On Oct 29, 2026 at 9:58:08 AM, accounts payable <apayable@achc.org> wrote: Hello Dan, Thank you for forwarding this information.

Congrats, you just got paid!

Wave logo Congratulations! You got paid. Awesome! You've just received a payment from Accreditation Commision for Health Care for $4500.00. You can now send a receipt to your customer. View Payment

Heads up: invoice #8574 sent via Wave

Dan, I do not typically see invoices sent to ipayables, but sometimes they are sent to me for approval. I will make sure our department leader knows this one is coming. Benny J. Stover, MBA, CPA Chief

Re: Approval Notice - Novello, Eugene Tech CU 9308499 & 9308496

Thanks Eric. The updated amendment is attached with the policy numbers filled in (Executive Policy 9308499, Repayment Policy 9308496). Everything else is the same as yesterday's version. The items

Re: Danielle Sousa and Ryan Millman

Thank you Ryan for the summary, I think we are on track from the Board and my responsbilities. Joann Bisson MLO #686644 President & CEO Oxford Federal Credit Union Institution ID# 401284 225 River

Re: AFA/Jacky Dilfer(BFC): SERP Review & Update

Hi Dan, Per the proposed 1035 exchange for Jacky Dilfer below, when you prepare the complimentary(AFA covered) amendment, let's include the change in funding schedules in said amendment... Original

Re: Engagement Letter- Salal CU(Randy Cloes)

Hi Dan, can you send me an EL for Salal CU. This will be a CASD 1035 exchange for Randy Cloes (CFO) Salal CU Seattle, WA Thank you, Eric Eric Bach Regional Manager (978) 732-3802 ebach@acumenfa.com

PN Request: Jacky Dilfer (Business Finance Capital)

Hi Eric, see page one of the note. -- Dan Sherman 612 - 799 - 4310 The New Firm, Ltd. On Oct 24, 2026 at 1:43:09 PM, Eric Bach <ebach@acumenfa.com> wrote: Hi Dan, Would you mind sending me Wiring

Fw: [EXTERNAL]Question

Joint ownership is how we have historically gotten around all local/state "loan prohibitions", as well as potential excess benefit transactions with 509(a)(3) supporting organizations. No

Unvested MEC design — full recovery date, and vesting vs. ownership

Okay, great. We are aligned. A template for the existing policies in place would be great. Also, we have a few other cases wrapping up this year where a jointly owned MEC is involved. I think we just

FW: Auto Refinance - ECMC

Hi Dan, We updated Dan & Chad on the attached amendment. Chad Tate is not funding additional into the plan any further For Sarah Strehl, please see attached “Exhibit A” for her information, we did

FW: John Mansueti: SERP Review/Update

Hi Dan – in addition, will I need a compensation adjustment agreement, given he is no longer looking to fund his PFSD portion? Eric Bach Regional Manager (978) 732-3802 ebach@acumenfa.com acumenfa.com

Re: Snoqualmie Valley Health

Hi Eric, replying here to keep things tidy. I've attached the REBA and a comp adjustment agreement. There are still a couple of blanks to fill in: 1. James's exact hire date in December 2019 (

RE: The Local CU

Hi Dan, Here you go. Thanks Joseph Hallman <jhallman@thelocalcreditunion.com> A white text on a black background Description automatically generated Michael Bremer | Partner mbremer@

Fwd: Biesterfeld Legacy Trust re: Additional Charitable Beneficiaries

> Begin forwarded message: > > From: Andrew Grocott > Subject: Biesterfeld Legacy Trust re: Additional Charitable Beneficiaries > Date: October 2, 2026 at 9:50:45 AM CDT > To: "

ANNUAL RENEWAL REMINDER: From the Office of the Minnesota Secretary of State

This is to inform you that the following entity/entities have their renewals due on December 31, 2026. Don't wait - renew the business today to stay in good standing. Follow the "File Renewal

MI CDAs

Can we break it out to have CASD, EBP, and CDA all in separate columns? Ryan Millman Principal/Co-Founder __________________________________________ P (401) 595-6020 E rmillman@acumenfa.com W acumenfa.