CSG provides a complete scope of services in the specialized field of compensation planning for key executives:
EXECUTIVE BENEFITS AND RETENTION PLANS
Competition for top management talent is increasing among all businesses and often a firm will find itself bidding against other successful corporations for this key resource. Our business is to help your company improve its ability to recruit, retain and motivate high caliber managers with special benefit plans designed to reward key executives. Our professionals excel in balancing a company’s desire to reward top managers and the need to do it cost-effectively.
Drawing on a broad base of experience, we help companies find creative and motivating ways to compensate executives.
In addition, we also administer the plans, enroll new members, make necessary changes, keep abreast of tax law changes that could affect the plans and provide annual financial reports.
WEALTH TRANSFER AND ESTATE PLANNING
We help selected individuals protect and preserve their net worth for their families, businesses and charities. Client objectives drive the design of plans that minimize estate taxes and transfer wealth to future generations and designated charities. We strive to keep our clients informed of the most advantageous means for preserving their resources. Above all, we help solve the problems of wealth transfer with the utmost respect for our clients’ time, experience and privacy.
Wealth transfer is more than a one-time service; it is a process driven by our concern for our clients and their specific needs. That process includes initial and ongoing needs analysis, plan design, implementation and administration. With today’s constant changes in tax laws and personal environments, one of our fundamental objectives is to remain aware and responsive, continually ensuring the stability and safety of your plans.
Catalyst Solutions Group is among the foremost authorities in this very specific planning area. We strive to keep our clients information of the most advantageous means for preserving their resources. We approach each client’s unique needs with creativity, sophistication and care. This valuable process enables our clients to minimize estate tax liability, preserve family assets, shift estate growth to second and third generations, protect capital through diversification and create a charitable legacy.
In addition, we offer services in:
- Supplemental Retirement Plans
- Capital Accumulation Plans
- Employment Contracts and Severance Agreements
- Benefit Security Arrangements
- Communication to Participants
- Benefit Funding