Connecting HR & Finance.

CONNECTING HR & FINANCE

CLIENT CONCERN
We are aware of the IRS 409A audit initiative. We have many arrangements that may fall under 409A and are worried about noncompliance which could put our CEO and other executives at personal risk. Can you help?

​CLIENT CONCERN
We have a 401(k) excess plan for our executives. The design is so complex that our participants do not understand the Plan. In addition, determining eligibility for annual enrollment is extremely difficult CLIENT CONCERN and time-consuming. Is there a better plan design solution?

401(K) PLAN

MAXED OUT

CLIENT CONCERN

We only have a 401(k) plan and because of discrimination testing our executives are maxed out on their contributions. What do we do and how difficult/expensive is it to solve this problem for our management team?

CLIENT CONCERN

We have been funding our nonqualified deferred compensation plan with mutual funds that mirror participant elections. As our assets and liabilities have increased, we are experiencing significant tax costs and volatility on our financial statements. Are there alternative investment strategies to control this?

CLIENT CONCERN
Our rabbi trust is funded with corporate-owned life insurance (COLI) that was established years ago. No one here understands how these policies work or why they were chosen or if they should be continued. Should we get rid of them and use something else like mutual funds?

 

SALES

PROFESSIONAL

RETENTION

CLIENT CONCERN
We are having retention issues with our sales professionals. What are our competitors doing to lure our people away and retain them? Are there special incentive programs we can adopt?

 
NON-QUALIFIED RETIREMENT PLANS

Benchmarking

Design

Implementation, Communications

Plan Management

 
TAXABLE TRUST FUNDING STRATEGY & AUDITS

 

Tax Optimization

Benchmarking Best Practices

Ongoing Trust Management

 
EXECUTIVE / SALES INCENTIVE &
SEVERANCE PLANS

 

Specialized Long-Term Incentive Plans

Severance Plans

Funding

 
RETIREMENT PLAN
COMPLIANCE

 

Tax Optimization

Benchmarking Best Practices

Ongoing Trust Management

 


“It was great to have a consultant that was comfortable with and competent at dealing with our senior officers.  I highly recommend Vinings.”
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“Both Peter and I were impressed with the team Vinings has assembled, your attention to our needs and benefit projects. .. Thanks again and we enthusiastically look forward to working with the whole Vinings team in the years ahead.  

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"Vinings was able to give us valuable guidance in what to look for, how to integrate with other investments, who the best providers were, and ways to structure techniques to achieve the best pricing."

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“With plan sponsors becoming increasingly concerned about asset performance, regulatory complexity, plan governance, and the cost of plan management, our joint venture with Vinings significantly enhanced our offerings in this important market.”   

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