Corporate Financial Services
CORPORATE FINANCIAL SERVICES
We provide a consultative review of all your company and employee benefits, looking to ensure that any benefits offered are fulfilling their intended purpose and are the most cost-effective available. We can propose solutions in the following areas:
RETIREMENT SERVICES
- 401(k) Plans: Safe-Harbor, Cross-Tested and New Comparability Designs
- 401(k) Plan Benchmarking
- Profit Sharing Plans
- Cash Balance Plans: integrated design with Defined Contribution Plans
- Executive Deferred Compensation Plans / 457 Plans
- 403(b) Plans
- SEP IRAs
- SIMPLE Plans
BUSINESS PLANNING
- Non-Qualified Executive Benefits
- Corporate Financial Planning
- Group Insurance (health, dental, disability, life, LTC)