Non-Qualified Plan Consulting

Non-Qualified Plan Consulting

Non-qualified Plan Consulting

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.

Services

			Non-qualified Deferred Compensation (IRC 409A)

			Supplemental Executive Retirement Plans

			Executive Benefit Plan Benchmarking

			Executive Life Plans

			Executive Disability Plans

			Estate Preservation & Strategy

			Benefit Restoration

			IRA Stretch-Out Planning

			Split Dollar Strategy

			Executive Annuity Plans

			Succession Planning

			Key Person Strategy

			Life Insurance Audits

			Life Insurance Trust Funding (ILIT)

Contact

Mike DiCenso
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About GRS

Qualified Plan Consulting

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Actuarial Services

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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.

This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.

The web site links referenced are being provided strictly as a courtesy. Neither us, nor NFP Securities, Inc. are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

To ensure compliance with requirements imposed by the U.S. Internal Revenue Service (IRS) under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code (IRC) or (2) promoting, marketing, or recommending to another party any matters addressed herein.