Proper planning is imperative to providing competitive benefits without impairing the financial health of the company. Financing is an integral part of that planning. A properly financed plan can be a valuable asset, while an improperly financed plan may result in increasing annual expenses with no future relief or cost recovery.

For every benefit liability a company incurs, there should be an asset strategy in place that will not only offset the obligation, but also grow with the benefit liability. We provide a wide range of attractive, tax-advantaged funding options for a company’s plan. We help you sort through these options by conducting a thorough funding analysis including asset/liability, cash flow, earnings projections and stress testing.