Services

Business Solutions

 

Partnering with you in complying with the changing fiduciary environment

Business Solutions

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.

Review

If a plan is already in place, our team of professionals will perform a compliance review, financial accounting review, and Plan Benchmark.

Plan Administration

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.

Retirement Planning & Consulting

Partnering with you in complying with the changing fiduciary environment.
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Fiduciary Plan Services

Our firm members are professional consultants that serve as fiduciaries for our clients’ plans.
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Bank Owned Life Insurance (BOLI)

The key component of our process is to identify the purpose of the BOLI holding and insure that assets held are in alignment with the goals and objectives of the bank management.
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Employee Stock Ownership Plans

An ESOP (Employee Stock Ownership Plan) is a tax-qualified employee benefit plan that can also be used to provide benefits for the sponsoring company and its ownership.
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Deferred Compensation & Executive Benefits

Executive benefit programs are used to properly compensate, reward success, and eliminate gaps for key personnel.
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Contact Us

9040 Garden Arbor Drive, Suite 206
Germantown, TN 38138

901.309.2680

info@fcgtn.com