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 Our Financial Services
Quality retirement programs benefit you and your employees. We offer strategic planning, implementation, and performance evaluation services. We design cost-efficient programs that benefit your employees the most. Our people have experience in the legal and financial intricacies of creating successful retirement plans.
Qualified Plan Consulting
We help you design, administer, fund, communicate, and evaluate defined benefit or defined contribution plans. Our team offers services such as:
Strategic planning - Every company needs investment policies and guidelines, and we'll help you develop them. We also evaluate asset allocation and help determine appropriate investment manager arrangement.
Implementation - To execute the right plan, you need the right people. We'll help you find - and keep - the most qualified investment managers to implement your strategy.We recommend managers who have clear objectives, consistent investment processes, and competitive results.
Performance evaluation - You'll get ongoing evaluations of your program from an absolute and a risk-adjusted perspective. We'll compare your company's performance to other companies like yours. We'll explain why you're performing at the level you are, and we'll find ways to maximize performance.
Nonqualified Plan Consulting
Our team has experts who stay on top of the key issues that affect executive plans: accounting, tax, compliance, design, and servicing. Our expertise also includes deferred compensation, disability income, executive life, and supplemental executive retirement plans (SERPs). And we realize that though a nonqualified plan may be a wonderful financial tool, it's powerless without executive participation. That's why we emphasize communication throughout the planning and implementation process.
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