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Retirement Planning

“How can your company retirement plan be structured to enable top executives to put away more toward retirement?”


As a CEO, you have many responsibilities. Don’t be caught “off guard” when it comes to your company’s retirement plan and your fiduciary responsibilities.


Let us assist with:

 *New corporate retirement plan design to maximize opportunities based on employee census information and overall corporate structure

 *Investment selection and employee education

 *Deferred compensation plans, Supplemental Executive Retirement Plans (SERPs), Discriminatory Executive Retirement Plans (DERPs)

 *Employee Stock Ownership Plans (ESOPs)

 *Pension and Profit-Sharing Plans

 *Fiduciary requirements including annual plan reviews, non-discrimination testing

 *Plan re-design for companies changing significantly in size and/or structure or desiring enhanced features and investment choices

 *Plan administration and compliance

 *Plan dissolution and distribution challenges such as concentrated positions and highly appreciated equity

 *Evaluating options relation to former employer retirement plans

How can we help you and your employees to enhance your retirement savings? Contact (121) 876-7400 x107 or email