Offering thoughtful strategies to help you recruit, retain, and reward your top talent.
Your most VALUABLE resource is your people and, among them, the most strategic, the most CRUCIAL to retain, and the hardest to replace are your executives.
Significant risk may hide in your executives’ benefits plans:
Turn to Lockton Advisors for help identifying risks, developing a plan design and funding strategy, and securing the coverage to recruit, retain, and reward your most valuable assets. Ask us about opportunities with:
Executive benefits work in concert with core retirement and other programs to deliver a holistic employee experience. Lockton Advisors have the multi-discipline expertise to help you manage the big picture.
Nonqualified Plan Restructuring: Resolving the deficit, lowering administration costs, and mitigating risk.
Executive Benefit + Key Man Coverage: Increasing coverage for executives and generating tax-free death benefits.
IRS Tightens NQDC Plan Scrutiny
Despite the relatively informal regulation of nonqualified plans, plan design and administration missteps can have enormous consequences.
Executive benefits are no longer just for the C Suite. More and more, critical employees can be found throughout the organization. These well-compensated executives not only face the greatest risks of benefits coverage gaps, but their supplementary benefits can also be the most difficult to explain.
Lockton Advisors have decades of experience working with senior executives in group and one-on-one settings. Let us explain your programs with terms your leaders will understand and in the fast paced manner they will appreciate. And, because nonqualified plans can be so individually tailored, we take the time to help your senior executives understand, on a case-by-case basis, the importance of all that your organization has to offer them.
With a team of national experts, Lockton Executive Benefit Services can help you benchmark current plans and consider new strategies based on proven best practices from down the street and across the country.
There is tremendous flexibility when it comes to financing executive benefit plans, but complexity often follows close on the heels of flexibility. Your Lockton Advisor can help you decide whether and how to finance your corporate liability. We work with investment managers and insurance issuers across the country. Let us do the tax implication modeling and find the solution that is right for your business.
Strategic Monitoring and Research Tool
LockSMART is a proprietary investment database providing customized investment analysis, selection and monitoring.
When you are ready to talk, call us at 816-960-9000, or get in touch online. We will quickly connect you with the nearest Advisor so you can get the help you need, right away.
Investment advisory services offered through Lockton Investment Advisors, LLC, a SEC registered investment advisor.
Privacy Policy and other Disclosures.
If you have an issue or concern please contact:
Karen Prange
Chief Compliance Officer
Lockton Retirement Services
816.960.9000