Executive Benefit Solutions (EBS) is made up of principals and core staff that have been working together in the Executive Benefits market for almost 20 years. During that period, we have maintained our commitment to the highest quality consulting and plan administration services, and have retained many of our clients.
Executive Benefit Solutions provides a full range of services with respect to the management of executive benefit programs, including:
•Plan design consulting
•Plan administration
•Management of corporate assets
•Implementation of rabbi trusts and other benefit security arrangements
•Participant education and communications
•On-going technical support
The programs we manage include:
•Nonqualified Deferred Compensation Plans
•Supplemental Executive Retirement Plans
•Alternative after-tax supplementary savings programs
•Disability Plans
•Executive Life Insurance Plans (including various forms of split dollar, DBO and Executive Bonus arrangements)
Our approach is what sets us apart. It is highly analytical, collaborative and cost-effective, and is based on a number of fundamental principles:
-Partnership
-Listening
-Consideration of a range of alternatives
-Comprehensive financial analysis
-Accuracy and dependability
-Experience with large-scale and complex plans
-Clear communications with participants
-Clear Communications with the plan sponsor
-Full disclosure
Securities offered through Lion Street Financial(LSF), LLC (512.776.8400), member FINRA, SIPC. LSF is not an affiliated company.do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.
75 Arlington Street
Suite 500
Boston, MA 02116, US
Keywords
Executive BenefitsNonqualified Deferred Compensation PlansSupplemental Executive Retirement PlansDisability PlansSplit Dollar Life InsuranceRestricted Stock and RSUs