WHAT WE OFFER

 WONDERING WHAT WE CAN DO FOR YOU?

If some members of your team are making incomparably high contributions to your business, why should they receive the same retirement benefits as everyone else?

These individuals have a unique set of needs that aren’t being met with the status quo plans.

Qualified plan limitations make it tricky for businesses to solve this issue.

We give businesses a way of rewarding high level employees with the retirement options they deserve, filling the Retirement Income Gap. This makes KEY EMPLOYEES happier and more motivated, increasing their overall company loyalty. The company also becomes more appealing to new HR recruits.

Our team works directly with companies catering to their specific needs to form these compensation plans that are in the best interest of employers and individual employees, alike.

• Non-Qualified Deferred Compensation (NQDC)

• Rabbi trusts, as we prefer call them, allow top talent to reap higher retirement benefits by deferring taxes on their compensation.

• Supplemental Executive Retirement Plans (SERPs)

• Use this retirement compensation addition as “golden handcuffs” for retaining great employees.