Retirement Planning For C-Suite Executives

Retirement Planning For C-Suite Executives

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.

At WealthOne Advisory, we help business leaders maximize opportunities for retirement planning and investments.

How can your company retirement plan be structured to enable top executives to put away more toward retirement?

Retirement Planning for Business Leaders

Retirement Planning for Business Leaders

  • 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? 

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