Press Releases

BFB Introduces Institutional Asset Management & Qualified Plan Services

June 18, 2013

CHARLOTTE, NC     BFB is pleased to announce that it is adding two new services to its core offerings. Along with its already exceptional solutions for Executive Benefits, Benefit Liability Management, and Board Long Term Care Insurance, BFB will now offer Institutional Asset Management and Qualified Plan Services.

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Tom McLaughlin Joins BFB as Director of Qualified Plans

May 15, 2013

CHARLOTTE, NC     Tom McLaughlin is BFB’s new Director of Qualified Plans. Tom will be responsible in assisting clients with their due diligence and search processes for their existing Defined Benefit & Defined Contribution Plans.

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Team BFB Welcomes David Pugh as New Regional Manager

May 1, 2013

CHARLOTTE, NC     David Pugh has joined BFB as its newest Regional Manager. He will be responsible for the ongoing administration of benefit plans, as well as the monitoring of regulatory and IRS compliance guidelines relating to plan assets for our clients in the South and Midwest regions.

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“Split Dollar Tax Information” Memo

January 30, 2013

RE: “Split Dollar Tax Information” Memo

If you receive a form from Minnesota Life Insurance Company entitled “Split Dollar Tax Information”, IGNORE IT.

Minnesota Life sent the form in an effort to help its policy holders calculate their tax obligations. However, THE FORM DOES NOT APPLY TO BFB SPLIT DOLLAR ARRANGEMENTS.

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BFB Welcomes Janelle Lynch as Newest Team Member

May 1, 2012

CHARLOTTE, NC     Janelle Lynch has joined BFB as its Production & Marketing Coordinator. She will be responsible for providing support to BFB team members in the Western United States and will assist in national marketing efforts.

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