Corporate Benefit StrategiesWealth Management Financial Planning Wealth Transfer Planning Corporate Benefit Strategies Health & Welfare Professional Athlete Management 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:
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:
For more information, please contact wwetzel@monteverdegroup.com. |
Contact Info
Three Gateway Center, Suite 2300
Pittsburgh, PA 15222
Phone: 412.391.0419
Fax: 412.391.0338