Qualified Retirement Plans (Partial List)

• 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
• Thanatology

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