McCready and Keene's Consulting staff can assist you before, during and after the determination of what's best for your company. Before making a recommendation we'll listen carefully to learn all we can about where your company is today, where you'd like to be in the future and what you would like to provide for your employees. During formulation of recommendations your primary Consultant will work closely with the team that has been assigned to your account. This team includes an Attorney or Paralegal who will oversee compliance and an Allocator or Actuary, as well as Consulting Associates, Consulting Assistants and Administrative Assistants. Utilizing their combined knowledge and experience, the team will offer recommendations that address your key concerns, as well as issues you may not have considered. To help us in determining the best plan for your company we can undertake actuarial studies that allow us to consider issues such as:
- Who to include in your Non-qualified Plan?
- What are the funding options for your Non-qualified Plan?
- What are the FAS 87/88 implications for your Non-qualified Plan?
After you make a decision about your Non-qualified Plan, your team will be available to handle the day-to-day issues of your plan's administration, make sure you get the reports you need, when you need them, as well as make you aware of new opportunities as they come up.
Our clients find that our ability to work seamlessly with their other advisors, including their CPAs, attorneys and financial advisors, means they save time and money, plus they avoid potential mistakes that can bring unwanted attention from the IRS or the Department of Labor.
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