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Professional Administrative and Consulting Services

 

In today’s competitive business environment, it’s crucial for companies to be able to attract, retain and reward the key employees that can help to ensure its continued success.

 

Many firms such as yours turn to an executive benefits program to supplement their overall benefits offering – particularly with respect to their retirement plans. Nonqualified deferred compensation plans can be a great benefit addition and an effective tool to help attract, retain, and reward key employees.  These programs allow your highly compensated key people the ability to accumulate wealth and save for retirement on a tax-deferred basis.  

 

These programs can be complex – particularly the rules surrounding nonqualified plans (IRC 409A).   We have the consulting expertise to help you navigate this benefit landscape and will work closely with you to craft the program that best fits your organizational goals and objectives.  

 

If you already have an existing plan, our consulting team of professionals can thoroughly analyze the program for any gaps and any opportunities for benefit or administrative enhancement.  

 

Our consulting services can assist with everything from:

oPlan Design  

oPlan Administration

oImplementation & Enrollment

oFunding Design and Administration  

 

 

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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