We assist you with tracking and judiciously documenting regulatory, accounting and legislative developments. These help you fulfill your BOLI regulatory compliance needs and expeditiously respond to regulatory audits.

  • Monthly LRA (legal / regulatory / accounting) updates
  • Annual Documentation Binders, comprising a detailed table of contents and electronic documentation
  • Develop, update, maintain and review BOLI administration manuals and procedures
  • Develop and update annual BOLI plan reports and documentation for Board of Directors
  • Collaborate with you and your tax, legal and accounting advisors to track and determine the impact of new developments on BOLI plan
  • Update or revise reporting processes to remain in compliance, as necessary
  • Update or revise management procedures to remain in compliance, as necessary

To learn more about our Regulatory and Compliance services, contact us by clicking here.