Plan Consulting
Capital Strategies Group brings considerable expertise in all facets of complex, non-qualified executive benefit plan implementation and administration. Our tax lawyers and accountants are specifically trained in the laws surrounding the area of non-qualified executive benefit plans. Instead of beginning with a "stock" plan design for every bank, our representatives determine your specific needs and respond with the latest in advice as to plan type and administration to meet those needs.
There is a type of non-qualified plan to meet your bank’s needs, whatever they may be:
- Recruit new talent
- Retain existing talent
- Reward outstanding performance
We’ll walk you through every step of determining the right plan, having it drafted and implemented, and then investing assets to help mitigate the newly created liability.