These plans include:
Salary Continuation Plans
Salary Continuation Plan
Supplemental Executive Retirement Plans (SERP)
Split Dollar Insurance Plans
Executive Bonus Plans
Deferred Compensation Plans
Executive Group Term Carve Out Plans
Beyond the 401K
Our programs are designed to help you meet your goals
Employee stock options and programs like 401(k) plans are a good start, but they may not meet the financial expectations of the most talented executives. Executive employees want to enjoy a rewarding, worry-free retirement, pay for their children’s college education, and establish sound financial security. They participate in retirement programs to help make these dreams realities. Due to government limitations, executives may not be able to achieve these lifestyle goals through your current benefit programs. We are chosen as trusted corporate advisors because we carefully evaluate current costs and benefits, and explore possibilities for better, more efficient programs that may help executives reach and protect their financial goals.
Nonqualified Deferred Compensation Plans
SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS (SERPS)
These types of plans are commonly called “non-qualified” because they cannot meet the broad coverage rules that are necessary to secure the special tax treatment afforded to tax-qualified retirement plans.
Executive Group Carve Out Plans
Funding Executive Benefit Programs
Funding executive benefits is often done using company cash, taxable investments, institutionally priced life insurance contracts, or a combination thereof. Often the costs of utilizing and the benefits of utilizing Corporate Owned Life Insurance (COLI) or Bank Owned Life Insurance (BOLI) are misunderstood.