Corporate Benefits Solutions

Executive Benefit Programs

As the Baby Boomer generation transitions into retirement, the need for replacing management talent is increasing. Simultaneously, effective tax rates on highly compensated employees are escalating. Because of these factors, it has become increasingly important that employers utilize executive benefit programs to help attract, retain and reward their key employees.

Along with our strategic partners, Atlas Advisory Group works with our clients in all aspects of qualified and nonqualified executive benefits, providing a full turnkey solution which includes:

  • Design
  • Installation
  • Financing
  • Securitization
  • Compliance
  • Administration

Our process is interactive with each plan type and design custom-tailored to meet the specific needs and objectives of the corporate sponsor. These plan types include:

  • Nonqualified executive deferral plans
  • Supplemental executive retirement plans
  • Supplemental executive Disability
  • Phantom stock plans
  • Section 162 bonus plans
  • Split dollar life insurance
  • Death benefit only (DBO) plans
  • 457 (f) plans

Our expertise encompasses various insurance-based financing strategies, including:

  • Corporate-owned life insurance (COLI)
  • Bank-owned life insurance (BOLI)

Group Benefits

  • Group Healthcare, Dental & Vision plans
  • Group Life, Accident and Disability plans
  • Voluntary Benefits
  • 401(k) Retirement plans/Profit Sharing Plans