Mezrah Consulting

Compliance Services

The compliance services that Mezrah Consulting delivers are specific to our core areas of focus and include:

»  409A compliance specific to non-qualified plans
»  Proxy disclosure compliance
»  280(g) calculations due from a change in control
»  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 form 8950
»  Internal Revenue Code Section 7702 compliance
»  Security and data integrity compliance