Corporate Executive Benefits
AN IMPACTFUL WEALTH ACCUMULATION TOOL
TO RECRUIT, RETAIN AND REWARD KEY EXECUTIVES
Business owners and key executives face tax issues and retirement saving challenges due to restrictive legislation that dramatically limits the amount of income that can be deferred or contributed to the company’s qualified retirement plan. For this reason, a growing number of companies are turning to nonqualified deferred compensation plans to augment owners’ and key executives’ retirement benefits and overcome many of the regulatory restrictions that apply to qualified retirement plans.
OBJECTIVE ADVICE AND ADVOCACY
As professionals with many years of experience in executive compensation strategies, our role is to serve as your advocate-helping you define your plan specifications and compare existing programs with your current goals. We help you orchestrate the plan; assemble the required specialists; coordinate arrangements with the advisory team; and guide every aspect of the plan ‘s development.
SERVICES
Our services include the design, financing and administration of executive benefit programs such as:
- Non-qualified deferred compensation plans
- Supplemental executive retirement plans
- Executive life insurance, disability income plans, and long-term care insurance
- Executive incentive programs
- Executive Financial Planning
ADVANTAGES TO YOUR COMPANY
The intended end-result is a custom-built solution structured around your company’s unique requirements-whether it’s:
- Retaining key personnel;
- Restoring executive benefits lost to government limits on qualified retirement plans;
- Rewarding executives and aligning their behavior with the company’s long and short-term goals;
- Recruiting key executives to the company; or
- Retiring executives as part of a well-coordinated succession strategy.
Deferred Compensation Plans
AN INTEGRATED APPROACH TO
DEFERRED COMPENSATION PLAN IMPLEMENTATION
Our approach to both new and existing plans is to focus on three separate but linked elements: design, funding and administration. For example, the best deferred compensation designs can fail because of inadequate or ineffective funding arrangements that do not immunize the corporation against the liabilities created by these plans. Accordingly, our professional process is designed to address all aspects of your plan’s mechanics so that it performs as intended.