Recruit & Reward Key Employees
While a retirement plan is a recommended foundation, many
retirement plans have limitations that reduce benefits to higher-paid employees. This can
create a sizable retirement income gap, for your key employees.
Establishing an executive benefit program can help overcome the
limitations of qualified plans, close the retirement income gap, and tie key employees to
your business. By coupling your new or existing qualified retirement plan with an
executive benefit program, we can help meet the total retirement needs of you and your key
employees.
Here's a few of the programs we offer that will provide supplemental retirement benefits
and help create a "golden handcuff" — reducing the risk your key employees
will see better opportunities elsewhere.
Financial Needs Analysis for Owners and Key Employees
Retirement Programs; 401(k), Defined Benefit, Defined Contribution, SEPs/SIMPLE IRAs
Executive Compensation Programs; Deferred Compensation , Selective Employee Retirement Plan (SERP), Split Dollar, Executive Bonus, Key Person Life Insurance
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