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Securing Futures for Attorneys and Their Families

Executive Benefits

Recruiting, retaining and rewarding impactful leadership is an ongoing challenge for any organization. Successful organizations recognize the importance of strategic planning in this area. Arx Wealth has over 20 years of experience in designing and implementing strategies to complement traditional taxable salary and to address “Key Executive” concerns that private companies and tax-exempt organizations typically face.

Structuring compensation and benefits for tax-exempt organizations is not simple. Many incentives available to the for-profit sector do not exist for trade associations and other not-for-profit organizations. Tax exempt entities are subject to additional restrictions and limitations. Our expertise in this area can help you successfully plan for continuity of leadership and provide ongoing stability to your organization.

How we can help:

  • Supplemental Executive Retirement Plans “SERP”
              o  Section 457(f)
  • Section 162 Bonus Plans
  • Key Executive Indemnity
  • Executive/Supplemental Disability Income Plans
  • Executive Fee Based Financial Planning