When it comes to executive retention, our team of Investment Professionals can help your organization develop a deferred compensation plan; which will enable your highly compensated and valuable executives to worry less about retirement and focus more on the objectives of your company. Unfortunately, social security provides highly compensated employees with a modest level of supplemental income in retirement years; in addition, lower eligible compensation limits prohibit executives from deferring higher percentages of their income into retirement plans. This leaves your highly valued executives with more taxable income and less retirement savings. By developing a deferred compensation plan for your highly compensated executives, you will increase retirement benefits, make available tax advantages, and provide family protection to your most valuable employees.
Our Investment Professionals will work with you and your executives to develop a plan that is both feasible and beneficial to your organization. Contact us today to see how we can help establish a deferred compensation plan that will meet the needs of you and your highly compensated employees.
Securities & Advisory Services offered through LPL Financial, Member FINRA/SIPC