Board meeting representative of a benefit plan meeting.

Our Firm - Overview

Equias Alliance delivers nonqualified benefit and BOLI portfolio services to banks across the United States via its team of 20 consultants and 32 support personnel. With some of the most experienced consultants in the industry located in 15 regional offices, Equias Alliance offers a near-seamless approach from design to implementation. Our team has helped more than 800 banking organizations recruit, retain, and reward executives, directors and employees critical to each bank’s success.

In addition, the company’s in-house service professionals offer practical, hands-on assistance to banks and their professional advisors, auditors and examiners. Equias provides its client with timely, accurate documentation and regulatory compliance support. The organization’s 48 team members include seven CPAs, two attorneys, nine MBAs, three CLUs, one CFP®, one ChFC®, a former bank regulator, several former bankers and bank directors, and other degrees and licenses. The Equias team includes individuals with significant BOLI and benefits administration experience as well as one of the industry’s most recognized experts on accounting and tax matters. The group has over 600 years of combined BOLI/benefits experience. Equias has successfully completed a SSAE 16 SOC I Type II audit.

Equias Alliance has partnered with Andesa Services, Inc. to benefit from the strength and support of their systems technology. Equias utilizes Andesa’s Q+™ system platform in our administration of nonqualified benefit programs and BOLI. In business for over 30 years, Andesa provides a comprehensive suite of technology solutions and services to seven of the 13 largest life and annuity carriers and several top brokers in the United States. Andesa maintains an SSAE 16 SOC 1 Type II attestation report.

Equias News

Compensation Strategies to Attract, Retain and Motivate Millennials – BankDirector
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Top 10 Reasons Banks Own BOLI – Joe Schaefer, MBA
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The Value of Customized Deferred Compensation – Bank Director
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Q1 2017 Equias Alliance/Michael White BOLI Holdings Report
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More Equias News

Current Events

Pennsylvania Community Bankers  |  140th Annual Convention - September 20th - 24th, 2017 | Coeur d'Alene Resort, Coeur d'Alene, ID

Dixon Davis Bagent & Co.  |  Annual Accounting Update - September 21st, 2017 | Dixon Davis Bagent & Co. Offices, Granville, OH

Kentucky Bankers Association  |  Annual Convention - September 24th - 27th, 2017 | Omni Grove Park Inn Resort & Spa, Asheville, NC

Independent Bankers Assoc. of Texas (IBAT)  |  Annual Convention - September 30th - November 3rd, 2017 | Hilton Hotel, Austin, TX

More Current Events

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