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.