Non-Traditional Non-Qualified Retirement Plans

Executive benefits enable a company to selectively reward employees, executives, and owners. These benefits help attract key people who will contribute to a company’s growth and profitability. A well-designed executive benefits program provides incentives that help retain key employees and executives for the longest possible period.

We design, implement and administer executive-only benefit plans that supplement restrictive qualified retirement plans. Our programs are designed to meet the executive’s personal needs and goals within the context of overall corporate financial goals. We create executive benefit plans that are cost-efficient and effective. These plans can include the traditional:

  • Salary Continuation Plans
  • Deferred Compensation Plans
  • Supplemental Executive Retirement Plans (SERP)
  • Executive Bonus Plans
  • Executive Disability Income

Non-Traditional Non-Qualified Plans for Executives and Owners

We specialize in non-traditional forms of executive compensation and benefits. These particular strategies use the intellectual property of one or more of CPGs strategic partners and can only be implemented by CPG member firms.

Our planning experience has involved a wide range of planning opportunities, including business continuation, buy/sell funding, and executive compensation strategies. We have designed programs for various types of business ownership structures such as partnerships, sub-chapter S corporations, and privately held corporations.

Now more than ever, specialized experience is required in the corporate marketplace. We have that experience and specialized knowledge regarding the design, approval, and implementation process required in the corporate environment. We are able to handle and facilitate Human Resource considerations, Corporate Finance concerns, and Board presentation and approval.

Most importantly, post-implementation monitoring and service is crucial when dealing with the inevitable changes and issues that arise over time. This experience allows us to address these problems and allow plans to run as smoothly as possible.

 


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