Compliance Services

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Corporate Compliance

• 409A compliance specific to non-qualified plans
• Proxy disclosure compliance
• 280(g) calculations due from a change in control
• 162(m) Evaluation

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Asset Acquisition Compliance

• Pre-purchase analysis related to BOLI acquisitions
• Annual BOLI reporting as it relates to the OCC requirements
• Internal Revenue Code Section 101(j) compliance
• COLI filing requirement IRS Form 8925
• Internal Revenue Code Section 7702 compliance

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