Executive Compensation Strategies

Key employees, such as chief executive officers, chief financial officers and other upper level managers are often compensated differently than rank and file employees. Executive compensation often consists of several components such as salary, bonuses, long-term incentives, benefits, and other perks.  In recent years, incentives have become more important and can total up to one half of total compensation.  Our advisors can assist clients with the design of an executive compensation program that will help recruit, retain, and reward a firm’s key employees. 9

Executive pay is usually structured to incent the key employees to meet or exceed defined performance measures.  As a result, each executive compensation plan is tailored around the firm’s unique circumstances.  

Many of these strategies can be complicated, requiring consideration of various legal, tax and estate planning issues.  A company’s needs may include:

  • Stock option planning
  • Restricted stock and 83(b) elections
  • 10b5-1 plans
  • Cash management and lending solutions
  • Net unrealized appreciation

One common issue among key employees is a concentration in employer stock.  Executives who work for the business in which they own concentrations balance their personal financial strategy with their responsibilities to company shareholders.  Our team can review various solutions to assist key employees in managing these unique situations.   

9 Insurance services are provided by Woodforest Financial Services, Inc., which is not affiliated with RJFS.

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