Principal
Current- Educating boards, compensation committees and executives on regulations and market trends affecting executive compensation and benefits.
- Preparing formal opinion letters regarding the reasonableness of compensation provided to disqualified persons of not-for-profit 501(c)(3) and (c)(4) organizations (i.e., rebuttable presumption of reasonableness).
- Designing executive benefits strategies and programs, including retirement income and deferred compensation plans, to enable… Show more
- Designing executive benefits strategies and programs, including retirement income and deferred compensation plans, to enable for-profit and not-for-profit organizations to provide market-competitive levels of benefits.
- Implementing executive benefits and retirement programs, including the coordination with Clients’ auditors and outside counsel (and other external advisers), plan document review, development of executive.
- Providing ongoing support for executive retirement programs, including executive and retirement statements, actuarial benefit calculations and compliance with applicable regulations and tax law. Show less