Plan Audit
Review what you have and what you really need.
Optimize your retirement benefit to recruit, reward and retain the best talent.
How healthy is your plan? Plan design is more than checking a renewal box. So much has changed. Our team can review what you have and determine where you can save money while still offering best-in-class retirement and befits to your employees.
Learn more about 3(21) and 3(38) Advisory Service. Is your Advisor a named fiduciary to your retirement benefit plan?
Learn more about 3(21) and 3(38) Advisory Service. Is your Advisor a named fiduciary to your retirement benefit plan?
Nonqualified Deferred Compensation Plans
Non-qualified deferred compensation plans allow for the deferral of certain payments, optimizing your cash flow now to better enjoy life in the present and save & invest wisely for the future.
Supplemental Executive Retirement Plans (SERPS)
A SERP is a non-qualified retirement plan offered to executives as a long-term incentive. Unlike in a 401(k) or another qualified plan, SERPs offer no immediate tax advantages to the company or the executive. When the benefits are paid, the company deducts them as a business expense.
Employees who value their benefits and engage in their own long-term financial planning are happier and more likely to stay with their current employer*. Happy employees are productive employees and happy humans make great cultures so it makes sense to help your employees take their financial planning to the next level.
Employees who value their benefits and engage in their own long-term financial planning are happier and more likely to stay with their current employer*. Happy employees are productive employees and happy humans make great cultures so it makes sense to help your employees take their financial planning to the next level.
Allowing the employee access to a resource that will alleviate the financial stresses they have can make them more productive and focused on their job. Our financial wellness offerings provide the kind of hands-on information sessions that change the way your employees think about not only retirement but spending, saving, and planning for the future.
When the benefits you offer are a part of your employees’ long-term financial plans, they can feel secure in their ability to meet those goals and, may be less likely to leave for a different opportunity. Everybody wins.
The Method
Through our dedicated method and periodic check-ins, mentors will bond with employees and create a financial plan to change behaviors in order to reach the desired outcome.
The Human Element
Our mentors are financial professionals with innovative ideas for assisting employees in easing financial anxiety and ultimately planning for a secure retirement.
The Research
Our online assessment takes employees through a series of questions to help identify opportunities and prioritize the elements that need to be addressed.
The Tools
Let’s identify and correct a primary cause of financial anxiety – overspending.
Education and guidance are critical elements in successful investment decisions.
Together we can improve an employee’s ability to react to the unexpected.
Easing employees’ debt load may help them start to save for retirement earlier.
We talk about starting early – remaining committed – getting the employer match.
We help plan because college costs will almost certainly continue to rise.
We will help employees get their investment mix in line with their long-term strategy.
We organize benefits to help provide a safety net for today and security for the future.