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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.
Company Details
- Employees
- 18
- Founded
- -
- Address
- 75 Arlington Street,
- Phone
- +1 617 904 9444
- Industry
- Financial Services
- Website
- executivebenefitsolutions.com
- Keywords
- Executive Benefits, Nonqualified Deferred Compensation Plans, Supplemental Executive Retirement Plans, Disability Plans, Split Dollar Life Insurance, Restricted Stock and RSUs.
- HQ
- Boston, MA
Ebs - Executive Benefit Solutions Questions
EBS - Executive Benefit Solutions's helpline number is +1 617 904 9444
EBS - Executive Benefit Solutions's website is executivebenefitsolutions.com
EBS - Executive Benefit Solutions's LinkedIn profile is https://www.linkedin.com/company/ebs-boston
EBS - Executive Benefit Solutions has
18 employees.
View email and phone details for 18
employees at EBS - Executive Benefit Solutions.
EBS - Executive Benefit Solutions's industry is
Financial Services
EBS - Executive Benefit Solutions's top competitors are
Executive Benefits Solutions,
Edge Insurance Group,
Explore Freedom,
The Employee Benefit Service,
Wisconsin Association Of Osteopathic Physicians & Surgeons,
Blbb Advisors,
Wfa Asset Management Corporation,
Ahp Health Innovation,
Cwp Private Wealth Management,
J-Dub Administration Llc.
EBS - Executive Benefit Solutions's categories are Financial Services
EBS - Executive Benefit Solutions's founding year is 1995
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Robert Flood
Develop And Implement Solutions For Stakeholders Of Businesses By Managing Risks That Creates Continuity And Security For Their Families, Business…
Greater Philadelphia, United States, United States -
Chris Rich, CFP, CLU, ChFC
Managing Director And Leader Of Ebs' National Consulting Practice
Boston, Massachusetts, United States, United States -
Robert Birdsell
Managing Director At Executive Benefit Solutions
Thiensville, Wisconsin, United States, United States2rcg-milwaukee.com, ebsplans.com4 +140448XXXXX
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