Non-qualified Plans, Key Person and Executive Benefit services.
Our consulting services provide a prudent process to develop a plan to fit your company’s needs and objectives.
Discovery - A review of your corporate objectives and philosophy, and your current plan design and performance, which includes select executive interviews and an analysis of our findings.
Plan Design - We will craft a plan designed to meet the company’s and executive’s objectives. We conduct peer group analysis and benchmarking.
Approval – Helps to ensure that the recommended design is properly approved both internally and by external regulatory agencies.
Implementation - Determine the most appropriate administrator and trustee for your plan and ensure that it is implemented in a timely manner. Assist in rolling out the plan to eligible participants, and that your plan is properly communicated.
Financing - Ascertain appropriate funding vehicles: Self-funding, Mutual Funds, Corporate Owned Life Insurance, or a combination. Analysis includes effects on Income Statement, Cash Flow, and Balance Sheet.
Wealth Administration - Work with your executives to develop appropriate strategies for creating and preserving wealth. Includes a review of current plan structures, goals and objectives, and implementation of strategy.
NFPSI Disclosure: Gallagher Retirement Services is the national retirement plan services and consulting division of Gallagher Benefit Services, Inc. Securities and investment advisory services offered through NFP Securities, Inc., Member FINRA/SIPC. Investment advisory services and corresponding named fiduciary services may also be offered through Gallagher Fiduciary Advisors, LLC (GFA), a Registered Investment Adviser and wholly owned subsidiary of Gallagher Benefit Services, Inc. Not all individuals of Gallagher are registered to offer securities or investment advisory services through NFP Securities, Inc. The information presented on this website should not be construed as legal, accounting, tax, or other professional advice, consultation, or service. NFP Securities, Inc. is not affiliated with GBS Insurance and Financial Services, Inc., Gallagher Benefit Services, Inc., Gallagher Fiduciary Advisors, LLC, or the Gallagher Retirement Services division. Neither Gallagher Benefit Services, Inc., the Gallagher Retirement Services division, Gallagher Fiduciary Advisors, LLC, nor NFP Securities, Inc. provide legal, accounting, or tax advice.
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