Corporate Benefit Strategies

Qualified Plan Consulting:

With the ever-changing nature of qualified plans, plan sponsors, now more than ever, are in need of experienced qualified plan consultants.  Whether you offer your employees a defined benefit plan or a defined contribution plan, our team offers an independent approach to analyzing your plan, always keeping the plan sponsor's fiduciary responsibility as our primary concern, especially as regulatory changes continue to occur.

A selected list of our services includes the following:

  • Vendor Selection Search / Selection
  • Request for Proposal
  • Plan Design
  • Asset / Liability Studies
  • Employee Education
  • Investment Policy Statement Design / Monitoring
  • Fiduciary Assistance
  • Tactical Third Party Manager Selection
  • Asset Allocation
  • Board / Pension Staff Education
  • Alternative Investment Education
  • Fee Recapture Study

Executive Benefits:

Recognizing that regulations placed on employee benefit plans to combat discrimination among the employee group may create a reverse discrimination effect on employers and business owners, our consultants work with employers and business owners to design and implement strategies that provide additional life, health, and retirement benefits above and beyond the basic employee benefit scope. These executive benefit strategies are implemented on a fully discriminatory basis.

A selected list of our services includes the following:

  • Non Qualified Deferred Compensation
  • Supplemental Executive Retirement Plans
  • Group Term Carve Out Programs
  • Split Dollar Plans
  • Executive Long Term Care
  • Supplemental Disability
  • Compensation Consulting
  • Financial Entitlement (Planning)
  • Section 162 Bonus

For more information, please contact