Executive Benefits

The loss of a key employee can have a devastating impact on your company. As the employee departs, so too may critical knowledge about products, processes and people that are integral to the success of your company. We offer ways to structure economic locks for your key employees who play a vital role in the success of your company.

Compensation is often the largest expense in an HR budget. Our experts can show you ways to structure salary, compensation and/or bonuses for critical employees that gets the most out of the dollars you have. Since this type of plan is classified as non-qualified, you can pick and choose who will participate. We offer a range of benefits for most situations that companies face. Each choice features distinct tax advantages and has its own set of requirements for participation, contributions and distributions.

Plan options include:

• Deferred Compensation
• Section 162 Bonus Plans
• 401(k) Overlays
• Split-dollar Arrangements 

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., member FINRA (www.finra.org), SIPC (www.sipc.org), and a Registered Investment Advisor. Filice Retirement Services and Woodbury Financial Services, Inc. are not affiliated entities. Registered for securities in California and licensed for insurance in California and Oregon. Investment Advisor Representatives – Erik Jensen, License # OC13503 – John Hitch, License # OD78567 – Laurel Packham, License # OD78963 – George Fraser, License #O345438.