What We Do

Design, implement, administer, and structure funding for executive benefit plans

Types of executive benefit plans we specialize in include:

  • Deferred Compensation Plans
  • Supplemental Executive Retirement Plans (SERPs)
  • Executive Life Insurance
    • Split-Dollar
    • Death Benefit Only
    • Executive Bonus 162
  • Long-Term Disability
  • Long-Term Care
  • Section 457(f) Plans

Funding and security

Because plan security affects your bottom line, we help you select a security device, assets, and trustee. We also provide ongoing trust valuation.

Ongoing Consulting

Our world is constantly changing, and you can count on us to keep you current. We’ll let you know about legislative and accounting developments, financial indexes, and industry trends that affect your plan and your business. Whether it’s an emergency or an anticipated change, we’ll be there to guide you through it, helping you make the right decisions.

New and Restructured Plans

We implement completely new executive benefit plans as well as revise, improve, and update previously implemented executive benefit plans to reflect current standards, best practices, and requirements.