Wealth at Work
Compensation and benefits at work are complicated. Help clients and prospects maximize their wealth beyond base and bonus.
Don't overlook this opportunity
Whether you want to deliver more value to existing clients or acquire new ones, our program can help you offer comprehensive and needed guidance on workplace wealth.
Explore our wealth at work resources
Build the confidence you need to help clients make smart decisions around their workplace compensation and benefits. These resources will help get you there.
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Whether your clients are employed at a startup company that’s in pre-initial public offering (IPO) mode or at a well-established public company, you can help them build tax- and risk-aware strategies for their equity awards.
Learn how nonqualified deferred compensation can play an important role in helping high-earning or C-suite clients manage income and tax obligations.
When people leave their jobs for new opportunities, to retire or due to a layoff, they face an important decision: what should they do with their workplace retirement plan account balances? Help them review all their options as they head into the next chapter of their lives.
Your clients may have the option to withdraw some, or all, of their retirement plan balances while they’re still employed. This could provide customized investment and income options. You can help ensure their retirement assets are effective in reaching their goals.
Your clients may be faced with a decision to receive their defined benefit plan assets as a lump sum or as annuitized payments. Help them gauge the option that fits their financial goals.
Your high-earning clients are looking for ways to grow their wealth — and keep it. Help them contribute to an after-tax account within their 401(k) and then use those proceeds to fund a Roth, regardless of their income level.