Qualified Retirement Plans (Partial Listing)
Ongoing Benefits & Tax Leveraged Goals Assessment
Legislative Guidance & Monitoring of Trends
On Staff Enrolled Actuaries, Certified Pension Consultants & ERISA Specialists
On Staff Investment Specialists, Securities-Licensed Professionals & ERISA Attorney
Strong Relationship with Nationally Recognized Retirement Recordkeeping and Investment Managers
Unique and Flexible Approach to Design and Administration of Custom Plans
Streamlined Administrative Integration with Recordkeeping & Investment Systems
Member and/or Board Members
National Institute of Pension Administrators
American Society of Pension Professionals & Actuaries (ASPPA)
ASPPA College of Pension Actuaries (ACOPA)
| Insurance & Financial Services
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Survivorship Life Insurance
Optional Benefit Riders
Tax-Free Policy Exchanges (Sec. 1035)
Deferred Annuities
Disability Insurance
Long-Term Care Insurance
Estate Planning
Charitable Planning
Business Insurance
Key Person Insurance
Business Continuation Concepts
Entity Purchase Buy-Sell Agreement
Cross Purchase Buy-Sell Agreement
One-Way Buy-Sell Agreement
Executive Bonus Arrangements
Split Dollar Life Insurance
Non-Qualified Deferred Compensation
Disability Business Overhead Expense Insurance
Disability Buy-Out Arrangement
Executive Medical Reimbursement Plans
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