Qualified Plans
A traditional, stand alone 401(k) plan, or a Pooled Employer Plan, can be of tremendous value to your family of employees. We help our corporate plan sponsors to design plans that are robust, actively managed, and with advisory services available to help participants maximize the value of the plan.
Deferred Compensation Plans
Do you have key employees who are of critical value to your enterprise? We can help in the design and implementation of non qualified plans, designed to incentivize and reward key persons.
Qualified Plans
A traditional, stand alone 401(k) plan, or a Pooled Employer Plan, can be of tremendous value to your family of employees. We help our corporate plan sponsors to design plans that are robust, actively managed, and with advisory services available to help participants maximize the value of the plan.
Voluntary Group Benefits
We help our corporate clients to customize and offer voluntary benefits that compliment group health insurance plans. These benefits include dental, vision, group life insurance and group disability insurance.
Succession and Continuity Plans
We help the owners of closely held and privately valued companies, implement strategies for continuity and succession. We work with your legal counsel, and bring such valuation experts as Marshall & Stevens to help in the crafting of streamlined transition plans.
