Instutional Services
Compensation Planning

Attract, Retain and Reward

If your business is thriving in today's marketplace, you most likely got there and continue to rely on the talents and contributions of a few key employees. Yet attracting, retaining and rewarding those key performers grows increasingly difficult and competitive each year. Offering a powerful incentive may just ensure the future stability and success of your business.

Recent legislation limiting covered compensation for higher paid employees in traditional qualified plans has created a climate of shrinking options to attract and keep the people you need. In other words, today's higher compensated employees are faced with a form of reverses discrimination when it comes to building a retirement income that will provide the lifestyle they are accustomed to.

Qualified Retirement Plans

SEP (Simplified Employee Pension Plan)

SIMPLE IRA)

SIMPLE 401k

401k

Profit Sharing Plans (Age-weighted, Cross Tested, Integrated, New Comparability)

Defined Benefit Pension

Pension

Nonqualified Executive/Key Person Retirement plans

162 Bonus Plans

Restricted Bonus Plans

Deferred Compensation Plans

401k Mirror Plans

Supplemental Executive Retirement Plans

Corporate Benefits

Health Plans

125 Plans (DI, Dental, Vision)

Group Long Term Care

Executive Carve Out LTC

COLI Corporate Owned Life Insurance

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