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Retirement Plan and Fiduciary Services >
Business Transition Planning >
Executive Benefit Planning >
Stock-Based Compensation Planning >
Corporate Retirement Plans >
Corporate Health Care Plans >
Retirement Plan and Fiduciary Services
Many business owners do not consider the risks associated with being the trustee of their company retirement plan. Our team can help you implement a process to meet these responsibilities. The process may include:
- Investment policy statements
- Investment selection
- Investment fee and expense review
- Investment implementation
- Investment monitoring
- Quarterly plan reviews
- Ongoing maintenance
- Custom Employee Education Outreach
- 360-degree integration with Payroll
- 3(16) selection and implementation
- Plan design review
- Alternative contribution opportunities
Business Transition Planning
You spent years working hard to build your business and it’s time to consider a transition. You may have several options to consider:
- An offer to buy all or part of your company
- An opportunity to transition your company to the next generation
- Engaging an institution (business broker or investment bank) to sell your company
Our team can analyze the impact of these options in the context of your financial plan.
Executive Benefit Planning
Offering benefits is an important part of running a successful business and attracting talent. Executive benefit planning services cover a range of plan options that you can tailor to the needs of your business and your team members.
Executive benefit planning can help your business:
- Recruit top talent
- Retain the company’s best employees
- Align the interests of employees and owners
- Reward and motivate key employees and partners
Create specific plans for retirement or for accessing funds before retirement (e.g., Executive bonus plans, Non-qualified deferred compensation, Section 162 plans, 457f plans for nonprofit entities, and Phantom Stock plans)
Stock-Based Compensation Planning
Our team can help you make informed decisions when handling your stock-based compensation. Guided by your goals, risk tolerance, and your company’s plan agreements, our team will collaborate with you to design a tax-aware strategy in the context of your overall financial situation.
Corporate Retirement Plans
Smart retirement planning can help contribute to the success of your company. We provide ongoing services for:
- 401(k) Plans
- 403(b) Plans
- 457 Plans
- Defined Benefit Plans
- SEP-IRAs
- SIMPLE-IRAs
- Non-Qualified Deferred Compensation Plans
Corporate retirement plans should include attractive investment options at a reasonable cost to employees and the sponsor. Comprehensive planning includes:
- A review of your current retirement plan
- An analysis comparing your current plan to other available platforms and options
- Key procedures to manage your plan
A successful plan has a high participation rate. We can assist with ongoing communication and education strategies to improve plan participation.
Corporate Health Care Plans
Health Insurance
A significant factor affecting your ability to hire and retain employees is the health benefits that your business offers.
When it comes to choosing the right plan for your business, you want knowledge, flexibility, and a wide range of options. Our ability to mix and match provider networks and benefits allows you greater flexibility in employer and employee contributions. Health plans may include:
- Business health care consulting
- Health reimbursement accounts
- Health savings accounts
- High deductible health plans
- HMOs
- PPOs
