• Are your best employees firmly entrench your to your business?
  • Are you attracting the talent you need?
  • What if the IRS stops in? Are you ready?

We’ll help you answer these questions and more…

Traditional retirement plans provide a critical base to your staff. However, they are rarely enough to help meet the needs of highly compensated executives. Our advice can lead to well-structured and compliant compensation plans that are designed to provide maximum flexibility and value.

These plans include Salary continuation plans, Split-dollar* insurance plans, 401(k) excess or “mirror” plans, Deferred compensation plans, Supplemental Executive Retirement Plans (SERPs), & Executive disability and long-term care plans.

*Split dollar agreements are complex and involve tax and legal considerations. Please consult with appropriate counsel before entering into such an arrangement.