Custom Plan Design

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Designing an effective benefit plan takes the collective effort of financial advisors, retirement plan consultants, and human resource professionals, all of whom AFS supports. We use a thorough assessment process to understand sponsor objectives, identify areas of improvement, and explore various options to help create a plan such as those below:


oElective Deferred Compensation Plans

oDefined Contribution Plans

oPhantom Stock Plans

oDefined Benefit SERP Plans

oAfter-tax Deferred Savings

oExecutive Life Insurance Programs



The information contained on this Site is general in nature and should not be considered legal, tax or investment advice. This information is provided for general educational purposes in connection with your use of our site and services. The facts of your particular situation, and developments in applicable laws, rules and regulations or the interpretation thereof, may affect the information as it pertains to you. You should consult with your attorney or tax advisor regarding your specific legal or tax situation and with your investment advisor regarding the risks and advisability of sponsoring or participating in a nonqualified plan.

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