Executive Benefits

Our advisors can help your company design a supplemental or fringe benefit plan that will allow you to recruit and retain quality executive candidates in today's competitive marketplace. Our aim is to integrate individual executive benefit plans with the personal aspirations of the executives we serve.

Since legislation limits the amounts highly compensated executives can contribute to a qualified retirement plan, it reduces the percentage they can contribute – a condition commonly referred to as reverse discrimination. We have extensive experience in helping you identify and resolve this issue.

We can show you what options will work best for your company's culture and situation. Plus, we can recommend alternative plan designs should design inconsistencies or estate issues arise. With our expertise in the area of executive benefits, you can be assured that your needs will be served with the highest degree of professionalism and proficiency.