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Executive Benefits and Non-Qualified Deferred Compensation
Plan Consulting

Letís face it, competition for top talent is fierce! With a long history of partnering with organizations to design executive benefit programs, USI Consulting Group understands that a properly designed program can help attract, motivate, reward and retain your key executives.

Effectively managing executive benefit and non-qualified deferred compensation plans requires the assistance of retirement plan consultants who understand the unique structure of your organization and can work with you in developing a program that is compliant, cost-effective and best meets your needs.

Our executive benefits consulting services include:

Non-Qualified Deferred Compensation Plans

  • Plan Design, Documentation, Installation and Administration
  • Plan Benefit and Funding Modeling
  • Cash Flow, Economic and Accounting Projections Based Upon the Census of Eligible Participants
  • Web Based Account Management

Other Executive/Corporate Benefits

  • Supplemental Disability
  • Key Person Insurance
 
Individual and Brokerage Services

Although executive benefits consulting for middle market organizations comprises much of our work, we also provide Individual Planning and Brokerage services to closely-held businesses and families in the areas of executive benefits, risk management, asset protection, business succession, wealth transfer and investments.

Our individual and brokerage consulting services include:

Asset Accumulation and Preservation

  • Capital Needs Analysis
  • Asset Protection
  • Retirement Options
  • Business Planning
  • Administration/Funding

Wealth Transfer Planning

  • Transfer Tax Estimates
  • Business Continuity
  • Discussion of Tools to Minimize Transfer Costs
 

Securities offered through Kestra Investment Services, LLC. Member FINRA/SIPC.
Kestra Investment Services, LLC is not affiliated with USI or USI Consulting Group. 1016.S0627.0146

 
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