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    News

    • Non-Qualified Plans – PSCA NQDC Plans and Key Employee Retention
    • Kristi Barens, From Mentee to Mentor, Preston Hotchkis Distinguished Achievement Award Winner
    • DOL Issues “Highly Compensated Employee” Definition in FLSA Guidance
    • IRS Guidance: Application of Code Section 162(m) with Grandfathering Rules (Part 1)
    • IRS Guidance: Application of Code Section 162(m) with Grandfathering Rules (Part 2)
    • IRS Announcement: 2019 Qualified Pension Plan Limits
    • Bankruptcy and Non-Qualified Deferred Compensation Plans
    • IRS Announcement: 2018 Qualified Pension Plan Limits
    • State Corporate Income Tax Rates and Brackets for 2018
    • Leaving One State for Another, Don’t Get Stuck In Between!
    • IRS Enhances Defined Benefit Plans
    • How Do the New 2017 Tax Provisions Impact Executive Benefits?
    • SEC Proposals on “Clawbacks”
    • Where to Place Client Assets Based on Tax Considerations
    • Non-Qualified Deferred Compensation Plans – Draft Carefully
    • Wall Street Journal: How Executives Can Minimize the Retirement Tax Hit
    • Los Angeles native Peter Mullin shares what he’s learned as a leader of 15 institutions

    Non-Qualified Plans

    • PSCA NQDC Plans and Key Employee Retention
    • Shareholder Attempts to Add Clawback Provisions Fail
    • Hardship Withdrawals No Longer Limit Non-Qualified Plan Deferrals
    • 401(k) Refund – What Can Be Done?
    • Six Cash Saving Tips for Deferred Compensation Plans
    • Key Elements of Effective Compensation Plans
    • How Do the New 2017 Tax Provisions Impact Executive Benefits?
    • Overview of Deferred Compensation Plans
    • Importance of Executive Benefit Plan Review
    • Non-Tax Benefits of Deferred Compensation Plans for Employers
    • “What is a SERP?”
    • S Corporations and Non-Qualified Deferred Compensation Plans – Key Taxation Considerations
    • RFP Process for Non-Qualified Benefit Plans
    • Deferred Compensation Plan Tax Benefit Comparison
    • Proposed Section 409A Regulations
    • How to Pick a TPA for a Non-Qualified Plan 7 Tips

    Non-Qualified Plans Funding and Security

    • Funding and Benefit Security Issues for Non-Qualified Deferred Compensation Benefits
    • Weighing the Options for Informally Funding Non-Qualified Benefits

    Executive Supplemental Benefits

    • Section 162 Bonus

    Executive Benefit Surveys

    • Prudential/PLANSPONSOR 2018 Executive Benefit Survey
    • Newport Group 2017 Current Trends in NQDC

    COLI

    • COLI Mechanics – Why Aggregate Funding
    • Corporate-Owned Life Insurance Overview
    • Understanding Corporate-Owned Life Insurance (COLI)

    BOLI

    • BOLI Tracking and Reporting Capabilities Video
    • Bank Owned Life Insurance (BOLI) Services Overview
    • Why BOLI?

    Resources

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    • Non-Qualified Plan Funding and Security
    • Executive Supplemental Benefits
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  • Latest News

    • BOLI Marketplace Update
    • 2020 MBS Nonqualified Deferred Compensation Plan Recordkeeper Survey
    • Should you have a Fixed Crediting Rate option in your Deferred Compensation Plan?
    • IRS Announces 2021 Qualified Pension Plan Limits
    • Use Deferred Compensation Plans in Place of Salary Reductions
    • Risks When Bundling Qualified and Nonqualified Plan Recordkeeping
    • Deferral Contribution Planning | Consider the Impact of COVID-19 on Higher 401(k) Refunds
    • Supplemental Employee Term Life Insurance
  • Contact

    Mullin Barens Sanford Financial

    2242 Purdue Avenue
    Los Angeles, CA 90064

    Tel: 650.740.7773
     

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    Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC.

    Mullin Barens Sanford Financial & Insurance Services, LLC is owned and operated independently from M Holdings Securities, Inc. Mullin Barens Sanford Financial & Insurance Services, LLC is a member of M Financial Group. Please click here for further details regarding this relationship.

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