Optimize the Benefits for Your Key People
Equity Compensation Plan Services
Reward Your Company's Greatest Asset - Your Employees
Designing and administering equity compensation plans can be a challenge - we have the experience and resources to help you deliver a successful and rewarding program.
We know the stakes are high to attract and keep great people for your business. Work with you dedicated Business Consulting Service team to create and maintain a total compensation plan that will make your people happy.
The experience to address the needs of your business and your people
As a Plan Sponsor You May be Looking For:
- A recordkeeper who understands your plan and provides administrative solutions to fit your needs
- A disciplined plan management process that includes plan and financial reporting and services to support your needs
- An experienced team led by dedicated Advisors specializing in the unique needs of your executive population
- A comprehensive benefits experience with a single point of contact for all your potential plan needs: from stock to health savings solutions
Your Employees are Looking For:
- Easy-to-use tools to help them fully understand the benefit of their rewards
- A unified view of their overall financial picture
- The ability to access information and make transactions their way - online, over the phone, or in-person, through an experienced Advisor
We can support you and your employees with your equity compensation needs, including:
Non-Qualified and Incentive Stock Options
Performance Shares and Units
Restricted Stock and Units
Dividend Equivalent Units
Stock Appreciation Rights
Employee Stock Purchase Plans
Executive Services
Specialists ready to help you and your executives navigate their benefits
Deferred Compensation
Employees earning over $120,000 a year can defer compensation to increase savings and potentially defer some tax liability
Restricted Property Trust
Company sponsored life insurance held in a trust to provide tax-free cash accumulation paid to employees after retirement
Equity Stock Plan
Stock options received as incentives to increase productivity. Some Financial Planning and CPA allowance available for C-suite executives
Compensation Plan Analysis
To serve you and your business, we provide the following:
Risk Management Strategies
Tactical Tax Efficiency Strategies
Executive Compensation Analysis
Qualified Retirement Plan Implementation
Qualified Retirement Plan Admnistration
Employee Benefit Coordination
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