The people who built the company deserve a strategy, too.

Strategies to build wealth efficiently and reduce the tax drag on it, designed with the company’s plan in view rather than in isolation.

• Wealth accumulation strategy
• Tax reduction planning
• Coordination with company benefits
• Guidance from financial and tax professionals

Retirement structures that go beyond a standard 401(k) for owners and key people, and that can double as powerful retention tools.

• Cash balance plans
• Non-qualified deferred compensation
• 401(k) design and review
• Executive retention strategies

Your benefits spend is a line on the P&L. We look for the structural changes that bring it back in line with intent and help contain claims-driven increases over time.

• P&L review of total rewards spend
• Claims rate mitigation strategy
• Funding model evaluation
• Implementation with our insurance partner where coverage is involved

Agnostic market data on compensation and benefits for your roles, your industry and your locations, so executive packages are competitive without being guesswork.

• Executive compensation benchmarks
• Industry comparisons
• Geographic comparisons
• Data-backed and product-agnostic