Retirement & Stock Plans

The Foley/Connelly professionals works closely with business clients to help put in place a retirement or other employee benefit plan that fits with your goals and circumstances. The wide array of options can be difficult to decipher and often assumptions about the cost of starting or changing plans is intimidating. We put costs and benefits into the larger context of succession, tax, and accumulation planning. This process puts into perspective the power of implementing a benefits plan through your business.

Almost as important as having a plan is making sure it complies with current laws and regulations. We are committed to assisting you with understanding any fiduciary duties you may have and guiding you in your responsibilities along the way. The extra effort can make a big difference over the long-term. We assist businesses with already-established plans in:
  • Compliance with fiduciary requirements
  • Education and enrollment of employees
  • Performance review of available investment options
  • Asset allocation

Retirement and Employee Benefit plans can often be used to transition out of a business. We can help establish Employee Stock Ownership Plans (ESOP) and Defined Benefit and insurance-based plans for older owners who have put most of their wealth into their business.

Retirement plans for a business are by not all alike. We assist businesses and their owners to hone their goals into a strategy, and finally, a plan recommendation. Some of the outcomes:
  • Employee Bonus plans
  • Self-employed plans (SEP-IRA, Keough, Solo-401(k))
  • SIMPLE-IRAs and small-company plans
  • 401(k), 403(b), and Profit-Sharing Plan
  • Executive Compensation Plans
  • Split Dollar Plans
  • Deferred Compensation Plans
Contact our advisors today for a review of your current plan or to discus designing and creating a new one for you and your business.

Executive Benefits

No matter the size of your company, competing for talented executives in today’s business world is a challenge. At Foley/Connelly, we provide a comprehensive executive benefits consulting service that helps our clients successfully attract, retain and reward key employees without compromising company objectives. Our plans are designed to help meet the specific needs of your organization no matter its size:
  • Non-qualified deferred compensation plans
    • Supplemental Executive Retirement Plans (SERPs)
    • Voluntary deferral plans
    • Simple 401k’s
    • 401k’s and Profit Sharing Plans
  • Group Medical & Dental Insurance
  • Group Life & Disability Insurance

Foley/Connelly’s executive benefits consultants work closely with our clients throughout every step of the implementation process. We help guide you through the planning process, including the recommendations for both plan funding and the analysis of plan liabilities. We offer our clients the advantage of being a single source for all of your executive benefits planning needs, offering the following services:

  • Buy/Sell Arrangements
  • Deferred Compensation Plans
  • Executive Bonus Plans
  • Non-Qualified Retirement Programs
  • Key-Person Planning

CONTACT our executive benefits team for expert guidance in exploring options that are consistent with your goals, objectives, and resources.

 Securities offered through Kestra Investment Services LLC (member FINRA/SIPC). Investment Advisory Services offered through Kestra Advisory Services LLC (Kestra AS). Foley/Connelly FinancialPartners or any other entity listed. 

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