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Retirement

Deferred Compensation Planning/Supplemental Executive Retirement Planning (SERP)

One of the most important forms of executive planning is Deferred Compensation. Designing and maintaining a Deferred Compensation Plan is complex, particularly due to compliance laws and government agency oversight which includes ERISA, Internal Revenue Code Section 409A, and Department of Labor and Social Security rules. Deferred Compensation plans are often informally funded with corporate assets, investments and/or corporate owned life insurance. Howell provides design and funding recommendations to corporations and executives that meet compliance requirements and plan objectives. Employment agreements and severance agreements should also be reviewed to determine if they are compliant under new government deferred compensation regulations.

For professional consultation, contact Bryan Boyle.

Other Retirement Solutions 

Understanding the range of available qualified retirement plans is critical. Each retirement solution contains features that vary by employer obligation, contribution limits, administrative services, investment options and overall cost. Howell provides qualified retirement solutions including:

  • 401(k)/Profit Sharing Plans
    • Safe Harbor Plans
    • New Comparability/Cross Tested Plans
    • Age Based Plans
  • Money Purchase Pension Plans
  • Defined Benefit Plans
  • Tax Sheltered Annuity/403(b) Plans
  • SEP (Simplified Employee Pension)
  • Simple IRAs
  • Rollover IRAs

For professional consultation, contact Marianne Lyons

 

The aforementioned material is a product and service listing and is not intended to be an offer for the sale of securities.
Marianne Lyons is a Registered Representative and offers securities through Cambridge Investment Research, Inc. and an Investment Advisor Representative offering advisory services through Cambridge Investment Research Advisors, Inc.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of PA, NY, NJ and DC.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Howell are not affiliated.

 

Bryan Boyle is a Registered Representative and offers securities through Cambridge Investment Research, Inc. and an Investment Advisor Representative offering advisory services through Cambridge Investment Research Advisors, Inc.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of DE, MD, NJ, NY, PA, and TN.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Howell are not affiliated.
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