Partnering with you in complying with the changing fiduciary environment
Deferred Compensation & Executive Benefits
Plan Consulting and Design
The executive retirement plan should be designed to meet the objectives of the business. Executive benefit programs are used to properly compensate, reward success, and eliminate gaps for key personnel. Nonqualified programs can take many forms and our extensive experience can assist you in making the best decision for your business.
If a plan is already in place, our team of professionals will perform a compliance review, financial accounting review, and Plan Benchmark.
Third Party Administrative services are provided. This includes annual plan accounting, plan administration, plan consulting, employee education, and preparation of plan documents and filings. As Plan Administrator, we work as a partner in assisting our clients meet their fiduciary responsibilities in the maintaining and operating the retirement plan.
Provider & Investment Search
The investment sponsor and record keeper is a critical partner for nonqualified plan services. Our unique team of ERISA professionals and our affiliated independent investment firm enables us to identify an investment platform that is appropriate and cost efficient for your plan with full disclosure of all fees.
Investment Review and Analysis
An independent investment review and analysis is provided to insure that assets are balanced against the plan’s liabilities. These services are offered through FCG Investment Company.
9040 Garden Arbor Drive, Suite 206
Germantown, TN 38138