Fringe Benefit Planning
We will prepare a comprehensive review and analysis of your current fringe benefit program. Analysis to include:
- Pension, profit-sharing, 401(k) plans
- Group medical and dental coverage
- HMO and PPO programs
- Disability insurance
- Deferred compensation
- Stock options and incentive programs (ISOs, NQSOs, SARs, etc.)
- Executive prerequisites
- Group term conversion options
- Qualified plan distribution options (annuity, IRA rollover, lump sum)
Evaluate the adequacy, tax consequences, and cost-effectiveness of your current fringe benefit program.
Design a fringe benefit program that helps to meet your needs in the most cost- and tax-effective manner.