Group Retirement Plan

Business owners know the value of key people in their organizations:

  • executives who envision production at unheard-of levels;
  • technical wizards who streamline and invent;
  • top sales people who continually outperform their colleagues;
  • and office managers who transform staff into finely-tuned administrative units.

These people have one thing in common: they make a significant contribution to the profitability of their company. Since they fall into the higher tax brackets, retaining and motivating key employees takes more than just salary.

Motivational benefits should be tax-deferring, including:

  • Supplement Retirement Pensions
  • Split Dollar Coverage life insurance
  • Deferred Profit Sharing Plans (DPSPs)
  • Employee Share Ownership Plan (ESOP)

Our advisors can tailor an executive compensation package to fit the needs of any business owners looking to keep their employees exactly where they are and leading their firms into the next century.