Corporate Client Services
Executive Benefits
Employee Benefits
Our team of compensation and benefits experts works to maximize value for key executives in your organization, forging a comprehensive financial strategy that integrates individual benefits—deferred comp programs, pensions, and retirement plans—together with employee stock options. The result? Long-term success through joint benefit maximization.
Executives are integral for a business to remain competitive and profitable. A strategic executive benefits program can give you the edge in recruitment, helping your company secure top-tier talent who will develop growth opportunities and drive success across the entire organization. An effective plan not only incentivizes new executives but also retains key personnel over time, ensuring long-term stability remains intact.
Reward those who have earned it. Our executive benefit plans let you thank key employees and top executives with cost-efficient solutions that go beyond retirement funds or group insurance coverage. We tailor our programs to meet both the individual goals of your team members as well as the financial objectives for your business, offering a win/win solution!
Executives often require extensive financial security to ensure that they can enjoy a comfortable retirement. We understand this need and will work with you closely, as trusted advisors, to help create the most suitable options- from stock programs like 401(k)s through to exploring fresh opportunities for greater success. Our goal is always your complete peace of mind concerning finances in later life.
Beyond the 401(k)
Executives needing to save more than the 401(k) limit allows? Deferred compensation may be a solution - enabling them to set aside various forms of income without restrictions, such as base, bonuses, commissions, and special incentives, without the cap on the dollar amount saved or contributed. It's an opportunity for executives who have important expenses like tuition payments or home purchases in their sights! Reach out today and discover how deferred comp could help you reach your goals.
Performance Pay and Incentives in Disability Programs
Today, many executives are not reaping the full rewards of disability plans due to an over-emphasis on stock options and other forms of bonus compensation. Traditional income-based payouts fail to address a large chunk of these employees' remuneration leading them financially exposed if they become disabled. By creating supplemental disability programs that calculate benefits based off additional sources such as incentives or stocks, highly paid workers can be insured against unforeseen circumstances - all while enjoying tax-free earnings!
Supplemental Executive Retirement Plans
A Supplemental Executive Retirement Plan (SERP) empowers top long-term executives to strategically safeguard their future wealth after retirement. Companies can utilize SERPs as an effective way of retaining and motivating valuable employees who are pivotal for the growth, stability, and continuity of the business. This is not a risk-free solution, but it gives top executive control over how they manage account balances in order to maximize returns at retirement age.