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Executive Benefits

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Rewarding top talent, protecting your organization
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Your key executives are responsible for driving the success of your organization. Is your retention plan compelling enough to keep them in place? Are you working to motivate them and to recruit the next generation of leadership? The advantages of cultivating a high-performing executive team are many: keeping institutional knowledge in-house, avoiding operational disruptions, advancing strategic priorities, and more. A robust executive benefits program is a powerful tool to attract the best talent, retain top executives, and motivate your current leadership.

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Leverage our team’s expertise in executive benefits consulting

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RWS Executive Benefits Practice consults with both for-profit and nonprofit organizations in all industries. We design executive retirement planning, benefit funding, investment strategies, and individual life insurance and disability income solutions that support your staff and overall organization. Our national team of finance professionals, tax and business strategists, risk mitigation specialists, and rewards experts, possess an effective mix of expertise and discipline dedicated to helping you achieve your goals.

Access best-in-class executive benefit solutions

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Our collaborative methodology ensures we consider the needs of your various stakeholders, your risk tolerance, and your due diligence and compliance requirements. We consult on a wide variety of executive benefit options and funding vehicles. Moreover, we have extensive relationships with deferred compensation plan administrative specialty firms, insurance carriers, investment platforms, and rabbi trustees so you have access to the best options, never a one-size-fits-all plan.

 

Some of the areas we’ll consult with you on to develop your executive benefits plan include:
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Executive Benefit Options:

  • Split-Dollar plans

  • Employer-funded Supplemental executive retirement plans (SERPs)

  • Nonqualified deferred compensation plans

  • Corporate-owned Life Insurance (COLI)

  • Section 162 executive bonus plans

  • Supplemental life insurance

  • Supplemental disability insurance

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Our team is dedicated to delivering group and individual financial well-being solutions. We will enable easy accessibility to the unique skill sets of renowned experts who are critical to achieving successful retirement planning, sophisticated investment solutions, independent fiduciary services, actuarial consulting services, executive benefit retention programs, and individual life insurance needs.

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   Executive Benefits Consulting Summary

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  • Multidisciplinary team for more comprehensive solutions

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  • Able to work across the entire executive life cycle

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  • Holistic breadth of services for better employee outcomes

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Outside the box executive retention plans

Executive Bonus (I.R.C. Section 162) 

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A nonqualified arrangement between an employer and select employee(s). Under an executive bonus arrangement, the employer agrees to pay a bonus each year to select employees, often in the form of premiums on personally owned life insurance policies. Executive bonus arrangements are used when a business owner wants to reward and retain key managers and employees. An executive bonus agreement clarifies the rights and obligations of the parties and formalizes the arrangement. 

"Here at BENEGENIE, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized plans to help you retain your valuable employees.

Jonathan
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