In 2004, the Independent Community Bankers of America (ICBA) selected M Benefit Solutions – Bank Strategies as its Preferred Service Provider for executive and director benefits and BOLI, assisting clients with implementation of effective programs, tailored to attract, retain and reward key executive talent.  Headquartered in Portland, Oregon, M Benefit Solutions is a wholly-owned subsidiary of M Financial Holdings Incorporated, one of the nation’s largest and most respected financial services companies.

Program Features

M Benefit Solutions provides executive and director compensation and benefits packages, as well as BOLI services.  Non-qualified retirement plans through M Benefit Solutions may include supplemental executive retirement plans (SERPs), salary continuation plans, and/or defined contribution plans. 
The Bank-Owned Life Insurance (BOLI) program includes implementation services, ongoing administration and compliance analysis.  M Benefit Solutions will successfully audit or transfer existing BOLI programs that may need improvement.

ICBA Member Advantages

• A 10% discount on administrative fees for executive and director benefit plans
• A 10% discount on administrative fees for BOLI