Retirement Plans

Having excellent retirement plans in place are critical to provide the best for your employees. There are many different ways to go about this and while many employers and employees alike are familiar with IRAs and 401-k plans, these have strict limits to them that must be followed and don’t necessarily have all the advantages or benefits that other available plans can provide.

We want to make sure our clients understand all of their options, and that includes after tax savings programs, supplemental executive retirement plans, and other forms of deferred or supplemental compensation that can provide an extra safety net for those “Golden Years.”

This Is What We Do

Our professionals aren’t just skilled, they are experienced. Whether it is designing, properly administering, or implementing deferred compensation plans, they know how to get the job done right to provide for your business and your employees. Our consultants work in teams so every single client has their own team of specialists covering every potential issue.

Executive Deferred Compensation

Did you know there are deferral and “make up” plans designed specifically to allow individuals to continue to save for retirement even when limited by the upper end of a conventional savings or 401-k plan. When created and designed properly, these benefit programs allow a level of flexibility that allows for high level savings without worrying about bumping into a limiting ceiling.

Supplemental Retirement Planning

Most people need some type of supplemental retirement planning to have any amount of hope for the retirement they want, and executives face the issue of often having proportionally less benefit than other employees because of strict rules. There are non-qualified plans that allow a financial work around and help you yield the best possible earnings.

Non-Qualified Plan Termination

Sometimes when moving from one set of plans to another, or making sure your company is in alignment with new rules and regulations, you may find yourself in a position where you need to tackle executive benefit packages by evolving your options, freezing old plans, or even eliminating old plans as you migrate to new ones.

This can be a complex transition and you are going to be in a much better place by having a group of experienced professionals on your side.