“How can your company retirement plan be structured to enable top executives to put away more toward retirement?”
As a CEO, you have many responsibilities. Don’t be caught “off guard” when it comes to your company’s retirement plan and your fiduciary responsibilities.
Let us assist with:
*New corporate retirement plan design to maximize opportunities based on employee census information and overall corporate structure
*Investment selection and employee education
*Deferred compensation plans, Supplemental Executive Retirement Plans (SERPs), Discriminatory Executive Retirement Plans (DERPs)
*Employee Stock Ownership Plans (ESOPs)
*Pension and Profit-Sharing Plans
*Fiduciary requirements including annual plan reviews, non-discrimination testing
*Plan re-design for companies changing significantly in size and/or structure or desiring enhanced features and investment choices
*Plan administration and compliance
*Plan dissolution and distribution challenges such as concentrated positions and highly appreciated equity
*Evaluating options relation to former employer retirement plans
How can we help you and your employees to enhance your retirement savings? Contact (121) 876-7400 x107 or email todd@nlgadvisory.com