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
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