Projects

HFMCU Executive Benefits Package

REBA for Pedro Quintanilla

Re: Michigan DIFS

Three Split Dollar Agreements

Parity Notice

Switch Dollar

Split Dollar Agreement

Split Dollar Agreement

REBA and template participation agreement

Split Dollar Agreement

REBA and template participation agreement

Top Tier FCU: Two split dollar agreements and a 457(f) plan

two SERP plans

Kershaw SD Amendment

Collins Community CU - Parity Letter

Premium Escrow

REBA and template participation agreement

Parity Request

HFMCU - Parity Letter

Re: Edwards FCU - Carter Pope

Split Dollar Agreement for Dr. Bhati

First Flight FCU: SERP

Strehl SD Amendment

Split dollar agreement for Art Corey

Split Dollar Agreement

Two client agreements

Jefferson Healthcare - Brandie Manuel

CASD agreements?

ECMC - Chad Tate - Split Dollar Agreement

Draft REBA

Split Dollar Agreement x3

Re: Dana Riascos - MN Life #2965371W - Loan request

Draft REBA

Executive Benefit Documentation

CASD + 457(f) Recission

CASD + 457(f) Recission

Two split dollar agreements and a 457(f) plan

Parity request letter

Draft REBA

Split Dollar + Rescission

Jefferson revisions

Engagement Letter for CASD plan

Amend SDA

Amendment

Split Dollar Amendment (2nd plan)

SD Amendment

Split Dollar Agreement

Split Dollar Amendment (2nd plan)

Split Dollar Agreement

two SERP plans

Re: SERP

Legacy Comminity - SERP

Draft profit sharing agreements

three Split Dollar Agreements

Re: Mount Nittany CASD Amendment

Re: (MA) Hanscom FCU - Peter Rice: SERP Enhancement Approval Next Steps

State Sumary

Re: Timothy Ajayi and Ryan Millman

Supplemental Executive Retirement Plan

SD Amendment

Review Split Dollar Templates

Supplemental Executive Retirement Plan

Re: Valerga/ABL Investment & Next Steps

Re: Upcoming Regulatory Exam and Supervisory Committee Review