Discovery
Since company and executive benefit plans operate in a constant changing environment, they must be dynamic. We explore your company's needs, priorities and goals. We then evaluate your risk exposures (longevity, economic, liability, healthcare) and gather relevant data.
Custom Plan Design
We perform a comparison of the features and benefits of each available option. Since Nations Advisors is independent, it has the luxury of being able to provide to our client's a wide range of options with increased cost efficiency.
Strategies we provide
- Workplace Financial Wellness Assessment
- Traditional Defined and Cash Balance Pension Plans
- Defined Contribution Plans - 401(k), profit sharing plans
- Company Owned Life Insurance
- Nonqualified Deferred Compensation Plans
