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.