Executive Benefits

We provide customized solutions to help you attract and retain executives and key persons through creative compensation strategies. We work with you to customize tax-efficient programs to help meet your company's business needs as well as the personal needs of your company's key executives. Careful consideration is given to geographic and industry-specific factors to create meaningful compensation solutions.





Executive Compensation Plans
Few things are more important to the success of your business than attracting and retaining key employees. We can help you design and implement effective compensation strategies that use your existing business structure, meet your budget requirements and provide "golden handcuffs" to help tie your key people to your business.

Services

Executive Benefits Design
An important part of the design process is balancing the needs of both the business and the executive or key employee. In addition, issues such as the importance of corporate taxation, "golden handcuffing", corporate cost recovery and financial accounting are considered in determining an appropriate compensation strategy.

Plan Implementation
An important part of any executive benefits plan design is correctly implementing the funding, documentation and communication of the plan. We will assist our clients with each step of the implementation process.

Key Executive Financial Planning
The planning can include, but is not limited to, an analysis of cash flow and net worth; asset allocation and accumulation; retirement, disability and survivorship income; long term care and estate transfer analysis.

Executive Benefits Strategies
• Section 162 bonus plans
• Golden executive bonus arrangement
• Non-qualified deferred compensation
• Salary continuation
• SERP's
• Incentive split dollar
• Estate protection split dollar
• Reverse split dollar
• Long Term Care - Executive Carve Out