{"id":650,"date":"2018-08-28T20:03:43","date_gmt":"2018-08-28T20:03:43","guid":{"rendered":"https:\/\/www.touchpointwealthpartners.com\/site\/?page_id=650"},"modified":"2024-02-07T16:53:24","modified_gmt":"2024-02-07T16:53:24","slug":"executive-compensation-plans","status":"publish","type":"page","link":"https:\/\/touchpointwealthpartners.com\/site\/services\/executive-compensation-plans\/","title":{"rendered":"Services &#8211; Executive Compensation Plans"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.16&#8243; bottom_divider_style=&#8221;curve2&#8243; bottom_divider_color=&#8221;#ffffff&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_fullwidth_slider show_arrows=&#8221;off&#8221; show_pagination=&#8221;off&#8221; show_cta_on_mobile=&#8221;off&#8221; show_image_video_mobile=&#8221;on&#8221; disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;INNER HERO V1 &#8211; DESKTOP&#8221; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;50px||50px|&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;&#8221; custom_padding_last_edited=&#8221;on|desktop&#8221; global_colors_info=&#8221;{}&#8221; button_text_size__hover_enabled=&#8221;off&#8221; button_one_text_size__hover_enabled=&#8221;off&#8221; button_two_text_size__hover_enabled=&#8221;off&#8221; button_text_color__hover_enabled=&#8221;off&#8221; button_one_text_color__hover_enabled=&#8221;off&#8221; button_two_text_color__hover_enabled=&#8221;off&#8221; button_border_width__hover_enabled=&#8221;off&#8221; button_one_border_width__hover_enabled=&#8221;off&#8221; button_two_border_width__hover_enabled=&#8221;off&#8221; button_border_color__hover_enabled=&#8221;off&#8221; button_one_border_color__hover_enabled=&#8221;off&#8221; button_two_border_color__hover_enabled=&#8221;off&#8221; button_border_radius__hover_enabled=&#8221;off&#8221; button_one_border_radius__hover_enabled=&#8221;off&#8221; button_two_border_radius__hover_enabled=&#8221;off&#8221; button_letter_spacing__hover_enabled=&#8221;off&#8221; button_one_letter_spacing__hover_enabled=&#8221;off&#8221; button_two_letter_spacing__hover_enabled=&#8221;off&#8221; button_bg_color__hover_enabled=&#8221;off&#8221; button_one_bg_color__hover_enabled=&#8221;off&#8221; button_two_bg_color__hover_enabled=&#8221;off&#8221;][et_pb_slide heading=&#8221;Executive Compensation Plans&#8221; use_bg_overlay=&#8221;off&#8221; use_text_overlay=&#8221;off&#8221; admin_title=&#8221;Executive Compensation Plans&#8221; _builder_version=&#8221;4.16&#8243; header_font=&#8221;Open Sans|800|||||||&#8221; header_text_align=&#8221;center&#8221; header_font_size=&#8221;65&#8243; background_color=&#8221;#7ebec5&#8243; background_image=&#8221;https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/site_images_lrg_1920x1200_SERVICES-BusinessPlanning-Exec_1A.jpg&#8221; parallax=&#8221;on&#8221; button_on_hover=&#8221;on&#8221; custom_padding=&#8221;400px||200px|&#8221; custom_padding_tablet=&#8221;200px||200px|&#8221; custom_padding_phone=&#8221;100px||100px|&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; child_filter_saturate=&#8221;0%&#8221; header_font_size_tablet=&#8221;65&#8243; header_font_size_phone=&#8221;38&#8243; header_font_size_last_edited=&#8221;on|phone&#8221; header_text_shadow_style=&#8221;preset5&#8243; global_colors_info=&#8221;{}&#8221; button_text_size__hover_enabled=&#8221;off&#8221; button_one_text_size__hover_enabled=&#8221;off&#8221; button_two_text_size__hover_enabled=&#8221;off&#8221; button_text_color__hover_enabled=&#8221;off&#8221; button_one_text_color__hover_enabled=&#8221;off&#8221; button_two_text_color__hover_enabled=&#8221;off&#8221; button_border_width__hover_enabled=&#8221;off&#8221; button_one_border_width__hover_enabled=&#8221;off&#8221; button_two_border_width__hover_enabled=&#8221;off&#8221; button_border_color__hover_enabled=&#8221;off&#8221; button_one_border_color__hover_enabled=&#8221;off&#8221; button_two_border_color__hover_enabled=&#8221;off&#8221; button_border_radius__hover_enabled=&#8221;off&#8221; button_one_border_radius__hover_enabled=&#8221;off&#8221; button_two_border_radius__hover_enabled=&#8221;off&#8221; button_letter_spacing__hover_enabled=&#8221;off&#8221; button_one_letter_spacing__hover_enabled=&#8221;off&#8221; button_two_letter_spacing__hover_enabled=&#8221;off&#8221; button_bg_color__hover_enabled=&#8221;off&#8221; button_one_bg_color__hover_enabled=&#8221;off&#8221; button_two_bg_color__hover_enabled=&#8221;off&#8221; sticky_transition=&#8221;on&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-243\" src=\"https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/spacer.png\" alt=\"\" width=\"1\" height=\"1\" \/><br \/>\n[\/et_pb_slide][\/et_pb_fullwidth_slider][et_pb_fullwidth_code admin_label=&#8221;ANCHOR&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<div id=\"WHATWEDO\"><\/div>\n<p>[\/et_pb_fullwidth_code][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; bottom_divider_color=&#8221;#214963&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;100px|||&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; custom_width_px=&#8221;800px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;HDR &#8211; Executive Compensation Plans&#8221; _builder_version=&#8221;4.16&#8243; header_text_color=&#8221;#e37358&#8243; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Recruit, Retain, Reward<\/h1>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;BODY &#8211; Executive Compensation Plans&#8221; _builder_version=&#8221;4.16&#8243; text_line_height=&#8221;1.9em&#8221; max_width=&#8221;69%&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]In today\u2019s competitive business environment, key executives are one of your company\u2019s most valuable assets. Competition to recruit, retain and reward top performers has grown to the point that traditional compensation methods are not enough.<\/p>\n<p>Top executives are seeking ways to cope with tax issues and retirement needs amid restrictive legislation that dramatically limits the amount of income that can be deferred or contributed to the company\u2019s qualified retirement plan. These executives are seeking wealth-building opportunities.<\/p>\n<p>For this reason, a growing number of companies are turning to nonqualified deferred compensation arrangements, split dollar plans, phantom stock plans, and golden handcuffs to augment their key executives\u2019 retirement benefits packages and overcome many of the regulatory restrictions that apply to qualified retirement plans.<br \/>\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.16&#8243; top_divider_style=&#8221;curve2&#8243; top_divider_color=&#8221;#ffffff&#8221; bottom_divider_style=&#8221;curve2&#8243; bottom_divider_color=&#8221;#214963&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_fullwidth_slider show_arrows=&#8221;off&#8221; show_pagination=&#8221;off&#8221; show_cta_on_mobile=&#8221;off&#8221; show_image_video_mobile=&#8221;on&#8221; disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;INNER HERO V1 &#8211; DESKTOP&#8221; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;50px||50px|&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;&#8221; custom_padding_last_edited=&#8221;on|desktop&#8221; global_colors_info=&#8221;{}&#8221; button_text_size__hover_enabled=&#8221;off&#8221; button_one_text_size__hover_enabled=&#8221;off&#8221; button_two_text_size__hover_enabled=&#8221;off&#8221; button_text_color__hover_enabled=&#8221;off&#8221; button_one_text_color__hover_enabled=&#8221;off&#8221; button_two_text_color__hover_enabled=&#8221;off&#8221; button_border_width__hover_enabled=&#8221;off&#8221; button_one_border_width__hover_enabled=&#8221;off&#8221; button_two_border_width__hover_enabled=&#8221;off&#8221; button_border_color__hover_enabled=&#8221;off&#8221; button_one_border_color__hover_enabled=&#8221;off&#8221; button_two_border_color__hover_enabled=&#8221;off&#8221; button_border_radius__hover_enabled=&#8221;off&#8221; button_one_border_radius__hover_enabled=&#8221;off&#8221; button_two_border_radius__hover_enabled=&#8221;off&#8221; button_letter_spacing__hover_enabled=&#8221;off&#8221; button_one_letter_spacing__hover_enabled=&#8221;off&#8221; button_two_letter_spacing__hover_enabled=&#8221;off&#8221; button_bg_color__hover_enabled=&#8221;off&#8221; button_one_bg_color__hover_enabled=&#8221;off&#8221; button_two_bg_color__hover_enabled=&#8221;off&#8221;][et_pb_slide use_bg_overlay=&#8221;off&#8221; use_text_overlay=&#8221;off&#8221; admin_title=&#8221;Professional Guidance&#8221; _builder_version=&#8221;4.16&#8243; header_font=&#8221;Open Sans|800|||||||&#8221; header_text_align=&#8221;center&#8221; header_font_size=&#8221;65&#8243; background_color=&#8221;#7ebec5&#8243; background_image=&#8221;https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/site_images_lrg_1920x1200_SERVICES-BusinessPlanning-Exec_2A.jpg&#8221; parallax=&#8221;on&#8221; button_on_hover=&#8221;on&#8221; custom_padding=&#8221;400px||200px|&#8221; custom_padding_tablet=&#8221;200px||200px|&#8221; custom_padding_phone=&#8221;100px||100px|&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; child_filter_saturate=&#8221;0%&#8221; header_font_size_tablet=&#8221;65&#8243; header_font_size_phone=&#8221;38&#8243; header_font_size_last_edited=&#8221;on|phone&#8221; header_text_shadow_style=&#8221;preset5&#8243; global_colors_info=&#8221;{}&#8221; button_text_size__hover_enabled=&#8221;off&#8221; button_one_text_size__hover_enabled=&#8221;off&#8221; button_two_text_size__hover_enabled=&#8221;off&#8221; button_text_color__hover_enabled=&#8221;off&#8221; button_one_text_color__hover_enabled=&#8221;off&#8221; button_two_text_color__hover_enabled=&#8221;off&#8221; button_border_width__hover_enabled=&#8221;off&#8221; button_one_border_width__hover_enabled=&#8221;off&#8221; button_two_border_width__hover_enabled=&#8221;off&#8221; button_border_color__hover_enabled=&#8221;off&#8221; button_one_border_color__hover_enabled=&#8221;off&#8221; button_two_border_color__hover_enabled=&#8221;off&#8221; button_border_radius__hover_enabled=&#8221;off&#8221; button_one_border_radius__hover_enabled=&#8221;off&#8221; button_two_border_radius__hover_enabled=&#8221;off&#8221; button_letter_spacing__hover_enabled=&#8221;off&#8221; button_one_letter_spacing__hover_enabled=&#8221;off&#8221; button_two_letter_spacing__hover_enabled=&#8221;off&#8221; button_bg_color__hover_enabled=&#8221;off&#8221; button_one_bg_color__hover_enabled=&#8221;off&#8221; button_two_bg_color__hover_enabled=&#8221;off&#8221; sticky_transition=&#8221;on&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-243\" src=\"https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/spacer.png\" alt=\"\" width=\"1\" height=\"1\" \/><br \/>\n[\/et_pb_slide][\/et_pb_fullwidth_slider][et_pb_fullwidth_code admin_label=&#8221;ANCHOR&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<div id=\"NAVIGATING\"><\/div>\n<p>[\/et_pb_fullwidth_code][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#214963&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;HDR &#8211; Professional Guidance&#8221; _builder_version=&#8221;4.16&#8243; header_text_color=&#8221;#e37358&#8243; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Professional Guidance<\/h1>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;BODY &#8211; Professional Guidance&#8221; _builder_version=&#8221;4.21.0&#8243; text_line_height=&#8221;1.9em&#8221; background_layout=&#8221;dark&#8221; max_width=&#8221;70%&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]As professionals with many years of experience in executive compensation strategies, TouchPoint\u00ae Wealth Partners\u2019 role is to serve as your company\u2019s advocate \u2013 helping you define your specifications and compare existing programs with your current goals, with recent developments and with the competition.<\/p>\n<p>We help you orchestrate the plan; assemble the required specialists; coordinate arrangements with your legal, accounting and internal advisors; and guide every aspect of your plan\u2019s development.<\/p>\n<p>The intended end result is a custom-built solution structured around your unique requirements \u2013 whether it\u2019s:<\/p>\n<ul>\n<li><strong>Retaining<\/strong> key personnel;<\/li>\n<li><strong>Restoring<\/strong> executive benefits lost to government limits on qualified retirement plans;<\/li>\n<li><strong>Rewarding<\/strong> executives and aligning their behavior with the company\u2019s long and short-term goals;<\/li>\n<li><strong>Recruiting<\/strong> key executives to your company; or<\/li>\n<li><strong>Retiring<\/strong> executives as part of a well-coordinated succession plan.<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; prev_background_color=&#8221;#214963&#8243; disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.16&#8243; top_divider_style=&#8221;curve2&#8243; bottom_divider_style=&#8221;curve2&#8243; bottom_divider_color=&#8221;#ffffff&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_fullwidth_slider show_arrows=&#8221;off&#8221; show_pagination=&#8221;off&#8221; show_cta_on_mobile=&#8221;off&#8221; show_image_video_mobile=&#8221;on&#8221; disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;INNER HERO V1 &#8211; DESKTOP&#8221; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;50px||50px|&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;&#8221; custom_padding_last_edited=&#8221;on|desktop&#8221; global_colors_info=&#8221;{}&#8221; button_text_size__hover_enabled=&#8221;off&#8221; button_one_text_size__hover_enabled=&#8221;off&#8221; button_two_text_size__hover_enabled=&#8221;off&#8221; button_text_color__hover_enabled=&#8221;off&#8221; button_one_text_color__hover_enabled=&#8221;off&#8221; button_two_text_color__hover_enabled=&#8221;off&#8221; button_border_width__hover_enabled=&#8221;off&#8221; button_one_border_width__hover_enabled=&#8221;off&#8221; button_two_border_width__hover_enabled=&#8221;off&#8221; button_border_color__hover_enabled=&#8221;off&#8221; button_one_border_color__hover_enabled=&#8221;off&#8221; button_two_border_color__hover_enabled=&#8221;off&#8221; button_border_radius__hover_enabled=&#8221;off&#8221; button_one_border_radius__hover_enabled=&#8221;off&#8221; button_two_border_radius__hover_enabled=&#8221;off&#8221; button_letter_spacing__hover_enabled=&#8221;off&#8221; button_one_letter_spacing__hover_enabled=&#8221;off&#8221; button_two_letter_spacing__hover_enabled=&#8221;off&#8221; button_bg_color__hover_enabled=&#8221;off&#8221; button_one_bg_color__hover_enabled=&#8221;off&#8221; button_two_bg_color__hover_enabled=&#8221;off&#8221;][et_pb_slide use_bg_overlay=&#8221;off&#8221; use_text_overlay=&#8221;off&#8221; admin_title=&#8221;Comprehensive Services&#8221; _builder_version=&#8221;4.16&#8243; header_font=&#8221;Open Sans|800|||||||&#8221; header_text_align=&#8221;center&#8221; header_font_size=&#8221;65&#8243; background_color=&#8221;#7ebec5&#8243; background_image=&#8221;https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/site_images_lrg_1920x1200_SERVICES-BusinessPlanning-Exec_3A.jpg&#8221; parallax=&#8221;on&#8221; button_on_hover=&#8221;on&#8221; custom_padding=&#8221;400px||200px|&#8221; custom_padding_tablet=&#8221;200px||200px|&#8221; custom_padding_phone=&#8221;100px||100px|&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; child_filter_saturate=&#8221;0%&#8221; header_font_size_tablet=&#8221;65&#8243; header_font_size_phone=&#8221;38&#8243; header_font_size_last_edited=&#8221;on|phone&#8221; header_text_shadow_style=&#8221;preset5&#8243; global_colors_info=&#8221;{}&#8221; button_text_size__hover_enabled=&#8221;off&#8221; button_one_text_size__hover_enabled=&#8221;off&#8221; button_two_text_size__hover_enabled=&#8221;off&#8221; button_text_color__hover_enabled=&#8221;off&#8221; button_one_text_color__hover_enabled=&#8221;off&#8221; button_two_text_color__hover_enabled=&#8221;off&#8221; button_border_width__hover_enabled=&#8221;off&#8221; button_one_border_width__hover_enabled=&#8221;off&#8221; button_two_border_width__hover_enabled=&#8221;off&#8221; button_border_color__hover_enabled=&#8221;off&#8221; button_one_border_color__hover_enabled=&#8221;off&#8221; button_two_border_color__hover_enabled=&#8221;off&#8221; button_border_radius__hover_enabled=&#8221;off&#8221; button_one_border_radius__hover_enabled=&#8221;off&#8221; button_two_border_radius__hover_enabled=&#8221;off&#8221; button_letter_spacing__hover_enabled=&#8221;off&#8221; button_one_letter_spacing__hover_enabled=&#8221;off&#8221; button_two_letter_spacing__hover_enabled=&#8221;off&#8221; button_bg_color__hover_enabled=&#8221;off&#8221; button_one_bg_color__hover_enabled=&#8221;off&#8221; button_two_bg_color__hover_enabled=&#8221;off&#8221; sticky_transition=&#8221;on&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-243\" src=\"https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/spacer.png\" alt=\"\" width=\"1\" height=\"1\" \/><br \/>\n[\/et_pb_slide][\/et_pb_fullwidth_slider][et_pb_fullwidth_code admin_label=&#8221;ANCHOR&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<div id=\"NAVIGATING\"><\/div>\n<p>[\/et_pb_fullwidth_code][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; bottom_divider_color=&#8221;#f4f4f4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;HDR &#8211; Comprehensive Services&#8221; _builder_version=&#8221;4.16&#8243; header_text_color=&#8221;#e37358&#8243; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Comprehensive Services<\/h1>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;BODY &#8211; Comprehensive Services&#8221; _builder_version=&#8221;4.21.0&#8243; text_line_height=&#8221;1.9em&#8221; max_width=&#8221;70%&#8221; module_alignment=&#8221;center&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]TouchPoint\u00ae Wealth Partners goes beyond the traditional scope of services in our commitment to ensure that your executive compensation strategies not only meet your company\u2019s financial goals, but are competitive with other companies that may be seeking the same key performers. Our services include:<br \/>\n[\/et_pb_text][et_pb_toggle title=&#8221;1. NEEDS ASSESSMENT&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;]Our advisors work with you to identify your company\u2019s specific executive compensation needs and any underlying issues that may also need to be addressed.<br \/>\n[\/et_pb_toggle][et_pb_toggle title=&#8221;2. ANALYSIS OF EXISTING PLANS&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;]A review of your existing executive plans for performance against goals can help you determine:<\/p>\n<ul>\n<li>If they provide proper incentive for management to achieve top performance.<\/li>\n<li>If they are aligned with current compensation plan goals.<\/li>\n<li>Whether they are performing to expectations and how that performance is being measured.<\/li>\n<li>If they have remained current with interest and investment rates over time.<\/li>\n<\/ul>\n<p>[\/et_pb_toggle][et_pb_toggle title=&#8221;3. COST SAVINGS RECOMMENDATIONS&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;]Based on a review of your existing executive plans (compared to the industry\u2019s most current data), we will determine if there are opportunities for cost savings or benefit enhancements by identifying strategies and elements that may have been overlooked or not kept current. Our subsequent recommendations can result in substantial enhancements to earnings or cash saving<br \/>\n[\/et_pb_toggle][et_pb_toggle title=&#8221;4. INTEGRATED PLAN DEVELOPMENT&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;]Our approach to both new and existing plans focuses on three separate but linked elements:<\/p>\n<ul>\n<li>Non-qualified plan design<\/li>\n<li>Plan funding<\/li>\n<li>Plan administration<\/li>\n<\/ul>\n<p>[\/et_pb_toggle][et_pb_toggle title=&#8221;5. FINANCIAL &#038; ESTATE PLANNING FOR EXECUTIVES&#8221; _builder_version=&#8221;4.21.0&#8243; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]As part of our planning services, TouchPoint\u00ae Wealth Partners offers financial and estate planning services for your high-net-worth executives.<br \/>\n[\/et_pb_toggle][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.16&#8243; top_divider_style=&#8221;curve2&#8243; top_divider_color=&#8221;#ffffff&#8221; bottom_divider_style=&#8221;curve2&#8243; bottom_divider_color=&#8221;#f4f4f4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_fullwidth_slider show_arrows=&#8221;off&#8221; show_pagination=&#8221;off&#8221; show_cta_on_mobile=&#8221;off&#8221; show_image_video_mobile=&#8221;on&#8221; disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;INNER HERO V1 &#8211; DESKTOP&#8221; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;50px||50px|&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;&#8221; custom_padding_last_edited=&#8221;on|desktop&#8221; global_colors_info=&#8221;{}&#8221; button_text_size__hover_enabled=&#8221;off&#8221; button_one_text_size__hover_enabled=&#8221;off&#8221; button_two_text_size__hover_enabled=&#8221;off&#8221; button_text_color__hover_enabled=&#8221;off&#8221; button_one_text_color__hover_enabled=&#8221;off&#8221; button_two_text_color__hover_enabled=&#8221;off&#8221; button_border_width__hover_enabled=&#8221;off&#8221; button_one_border_width__hover_enabled=&#8221;off&#8221; button_two_border_width__hover_enabled=&#8221;off&#8221; button_border_color__hover_enabled=&#8221;off&#8221; button_one_border_color__hover_enabled=&#8221;off&#8221; button_two_border_color__hover_enabled=&#8221;off&#8221; button_border_radius__hover_enabled=&#8221;off&#8221; button_one_border_radius__hover_enabled=&#8221;off&#8221; button_two_border_radius__hover_enabled=&#8221;off&#8221; button_letter_spacing__hover_enabled=&#8221;off&#8221; button_one_letter_spacing__hover_enabled=&#8221;off&#8221; button_two_letter_spacing__hover_enabled=&#8221;off&#8221; button_bg_color__hover_enabled=&#8221;off&#8221; button_one_bg_color__hover_enabled=&#8221;off&#8221; button_two_bg_color__hover_enabled=&#8221;off&#8221;][et_pb_slide use_bg_overlay=&#8221;off&#8221; use_text_overlay=&#8221;off&#8221; admin_title=&#8221;A Disciplined Process&#8221; _builder_version=&#8221;4.16&#8243; header_font=&#8221;Open Sans|800|||||||&#8221; header_text_align=&#8221;center&#8221; header_font_size=&#8221;65&#8243; background_color=&#8221;#7ebec5&#8243; background_image=&#8221;https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/site_images_lrg_1920x1200_SERVICES-BusinessPlanning-Exec_4A.jpg&#8221; parallax=&#8221;on&#8221; button_on_hover=&#8221;on&#8221; custom_padding=&#8221;400px||200px|&#8221; custom_padding_tablet=&#8221;200px||200px|&#8221; custom_padding_phone=&#8221;100px||100px|&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; child_filter_saturate=&#8221;0%&#8221; header_font_size_tablet=&#8221;65&#8243; header_font_size_phone=&#8221;38&#8243; header_font_size_last_edited=&#8221;on|phone&#8221; header_text_shadow_style=&#8221;preset5&#8243; global_colors_info=&#8221;{}&#8221; button_text_size__hover_enabled=&#8221;off&#8221; button_one_text_size__hover_enabled=&#8221;off&#8221; button_two_text_size__hover_enabled=&#8221;off&#8221; button_text_color__hover_enabled=&#8221;off&#8221; button_one_text_color__hover_enabled=&#8221;off&#8221; button_two_text_color__hover_enabled=&#8221;off&#8221; button_border_width__hover_enabled=&#8221;off&#8221; button_one_border_width__hover_enabled=&#8221;off&#8221; button_two_border_width__hover_enabled=&#8221;off&#8221; button_border_color__hover_enabled=&#8221;off&#8221; button_one_border_color__hover_enabled=&#8221;off&#8221; button_two_border_color__hover_enabled=&#8221;off&#8221; button_border_radius__hover_enabled=&#8221;off&#8221; button_one_border_radius__hover_enabled=&#8221;off&#8221; button_two_border_radius__hover_enabled=&#8221;off&#8221; button_letter_spacing__hover_enabled=&#8221;off&#8221; button_one_letter_spacing__hover_enabled=&#8221;off&#8221; button_two_letter_spacing__hover_enabled=&#8221;off&#8221; button_bg_color__hover_enabled=&#8221;off&#8221; button_one_bg_color__hover_enabled=&#8221;off&#8221; button_two_bg_color__hover_enabled=&#8221;off&#8221; sticky_transition=&#8221;on&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-243\" src=\"https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/spacer.png\" alt=\"\" width=\"1\" height=\"1\" \/><br \/>\n[\/et_pb_slide][\/et_pb_fullwidth_slider][et_pb_fullwidth_code admin_label=&#8221;ANCHOR&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<div id=\"NAVIGATING\"><\/div>\n<p>[\/et_pb_fullwidth_code][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#f4f4f4&#8243; bottom_divider_color=&#8221;#214963&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;HDR &#8211; A Disciplined Process&#8221; _builder_version=&#8221;4.16&#8243; header_text_color=&#8221;#e37358&#8243; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>A Disciplined Process<\/h1>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;BODY &#8211; A Disciplined Process&#8221; _builder_version=&#8221;4.16&#8243; text_line_height=&#8221;1.9em&#8221; max_width=&#8221;70%&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]The best nonqualified designs can fail because of inadequate or ineffective funding arrangements that do not immunize the corporation against the liabilities created by these plans. Accordingly, our professional process is designed to address all aspects of your plan\u2019s mechanics so that it performs as intended.<br \/>\n[\/et_pb_text][et_pb_tabs _builder_version=&#8221;4.21.0&#8243; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;][et_pb_tab title=&#8221;1. Plan Design&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;]Our goal is to ensure that your plan design reflects your company\u2019s goals as well as those of your valued executives..<\/p>\n<ul>\n<li>For existing plans, we are available to conduct a comprehensive audit of your current program and\/or funding arrangements.<\/li>\n<li>For new plans, we work with you to integrate a new strategic design with existing plans \u2013 that have been validated, revised and enhanced.<\/li>\n<\/ul>\n<p>[\/et_pb_tab][et_pb_tab title=&#8221;2. Plan Funding&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p class=\"no-margin\"><em>Matching Funding Strategies to your Plan Objectives<\/em><\/p>\n<p>As your advocate, we provide a thorough and objective evaluation of possible funding methods using conservative assumptions and a strategic (versus product-driven) approach.<\/p>\n<p class=\"no-margin\"><em>Integrating Funding Decisions with Your Corporate Methodology<\/em><\/p>\n<p>Each method is analyzed using several scenarios that you define. These are then presented under the same parameters you use to make other corporate financial decisions.<\/p>\n<p class=\"no-margin\"><em>Implementing Funding Decisions and Selecting Providers<\/em><\/p>\n<p>Following that decision, we work with your tax, legal and accounting advisors to put in place a funding program consistent with your stated objectives.<br \/>\n[\/et_pb_tab][et_pb_tab title=&#8221;3. Plan Administration&#8221; _builder_version=&#8221;4.21.0&#8243; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]A critical part of any nonqualified program is effective and on-going plan administration and management that:<\/p>\n<ul>\n<li>Provides your executives with account statements and access to benefit values.<\/li>\n<li>Provides the corporation with the data and plan reporting necessary to enhance management oversight.<\/li>\n<li>Manages asset-liability tracking on an active, ongoing basis through expense projection and reconciliation.<\/li>\n<\/ul>\n<p>TouchPoint\u00ae Wealth Partners provides access to the appropriate combination of third-party plan administration services to accomplish all of these tasks for your organization. We then assist in monitoring the effectiveness of those relationships through technology and comprehensive Annual Reviews.<br \/>\n[\/et_pb_tab][\/et_pb_tabs][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; prev_background_color=&#8221;#f4f4f4&#8243; admin_label=&#8221;FOOTER&#8221; _builder_version=&#8221;4.3.2&#8243; background_color=&#8221;rgba(33,73,99,0.56)&#8221; background_image=&#8221;https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/site_images_lrg_1920x1200_FOOTER_1B.jpg&#8221; top_divider_style=&#8221;wave&#8221; global_module=&#8221;128&#8243; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;2&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;50px|||&#8221; width_unit=&#8221;off&#8221; custom_width_percent=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_button button_url=&#8221;https:\/\/touchpointwealthpartners.com\/site\/contact\/contact-how-to-reach-us\/&#8221; button_text=&#8221;Connect with Us&#8221; button_alignment=&#8221;center&#8221; admin_label=&#8221;Button &#8211; Connect with Us&#8221; _builder_version=&#8221;4.16&#8243; custom_margin=&#8221;30px|||&#8221; button_bg_color_hover=&#8221;#e0e0e0&#8243; global_colors_info=&#8221;{}&#8221; button_text_size__hover_enabled=&#8221;off&#8221; button_text_size__hover=&#8221;null&#8221; button_one_text_size__hover_enabled=&#8221;off&#8221; button_one_text_size__hover=&#8221;null&#8221; button_two_text_size__hover_enabled=&#8221;off&#8221; button_two_text_size__hover=&#8221;null&#8221; button_text_color__hover_enabled=&#8221;off&#8221; button_text_color__hover=&#8221;null&#8221; button_one_text_color__hover_enabled=&#8221;off&#8221; button_one_text_color__hover=&#8221;null&#8221; button_two_text_color__hover_enabled=&#8221;off&#8221; button_two_text_color__hover=&#8221;null&#8221; button_border_width__hover_enabled=&#8221;off&#8221; button_border_width__hover=&#8221;null&#8221; button_one_border_width__hover_enabled=&#8221;off&#8221; button_one_border_width__hover=&#8221;null&#8221; button_two_border_width__hover_enabled=&#8221;off&#8221; button_two_border_width__hover=&#8221;null&#8221; button_border_color__hover_enabled=&#8221;off&#8221; button_border_color__hover=&#8221;null&#8221; button_one_border_color__hover_enabled=&#8221;off&#8221; button_one_border_color__hover=&#8221;null&#8221; button_two_border_color__hover_enabled=&#8221;off&#8221; button_two_border_color__hover=&#8221;null&#8221; button_border_radius__hover_enabled=&#8221;off&#8221; button_border_radius__hover=&#8221;null&#8221; button_one_border_radius__hover_enabled=&#8221;off&#8221; button_one_border_radius__hover=&#8221;null&#8221; button_two_border_radius__hover_enabled=&#8221;off&#8221; button_two_border_radius__hover=&#8221;null&#8221; button_letter_spacing__hover_enabled=&#8221;off&#8221; button_letter_spacing__hover=&#8221;null&#8221; button_one_letter_spacing__hover_enabled=&#8221;off&#8221; button_one_letter_spacing__hover=&#8221;null&#8221; button_two_letter_spacing__hover_enabled=&#8221;off&#8221; button_two_letter_spacing__hover=&#8221;null&#8221; button_bg_color__hover_enabled=&#8221;on&#8221; button_bg_color__hover=&#8221;#e0e0e0&#8243; button_one_bg_color__hover_enabled=&#8221;off&#8221; button_one_bg_color__hover=&#8221;null&#8221; button_two_bg_color__hover_enabled=&#8221;off&#8221; button_two_bg_color__hover=&#8221;null&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;Text &#8211; FOOTER CONTACT INFO&#8221; _builder_version=&#8221;4.16&#8243; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>4605 East Galbraith Road, Suite 200<br \/>Cincinnati, OH 45236<br \/>513.898.9100<br \/>info@touchpointwealthpartners.com<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Logos_TPWP_White_wTag.png&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; admin_label=&#8221;LOGO &#8211; WHITE&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;Text &#8211; FOOTER DISCLOSURE&#8221; _builder_version=&#8221;4.21.0&#8243; text_font=&#8221;|300||on|||||&#8221; text_font_size=&#8221;11px&#8221; text_line_height=&#8221;1.6em&#8221; link_text_color=&#8221;#ffffff&#8221; text_orientation=&#8221;justified&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member <a href=\"https:\/\/brokercheck.finra.org\" target=\"_blank\" rel=\"noopener noreferrer\">FINRA<\/a>, <a href=\"https:\/\/www.sipc.org\" target=\"_blank\" rel=\"noopener noreferrer\">SIPC<\/a> 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc<\/p>\n<p>Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP\u00ae, CERTIFIED FINANCIAL PLANNER\u2122, and CFP\u00ae (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board\u2019s initial and ongoing certification requirements.<br \/>\n<b><\/b><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Recruit, Retain, Reward In today\u2019s competitive business environment, key executives are one of your company\u2019s most valuable assets. Competition to recruit, retain and reward top performers has grown to the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":172,"menu_order":8,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"<p>This is an example page. It's different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this:<\/p><blockquote><p>Hi there! I'm a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like pi\u00f1a coladas. (And gettin' caught in the rain.)<\/p><\/blockquote><p>...or something like this:<\/p><blockquote><p>The XYZ Doohickey Company was founded in 1971, and has been providing quality doohickeys to the public ever since. Located in Gotham City, XYZ employs over 2,000 people and does all kinds of awesome things for the Gotham community.<\/p><\/blockquote><p>As a new WordPress user, you should go to <a href=\"https:\/\/touchpointwealthpartners.com\/site\/wp-admin\/\">your dashboard<\/a> to delete this page and create new pages for your content. Have fun!<\/p>","_et_gb_content_width":"","footnotes":""},"class_list":["post-650","page","type-page","status-publish","hentry"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/pages\/650","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/comments?post=650"}],"version-history":[{"count":17,"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/pages\/650\/revisions"}],"predecessor-version":[{"id":2820,"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/pages\/650\/revisions\/2820"}],"up":[{"embeddable":true,"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/pages\/172"}],"wp:attachment":[{"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/media?parent=650"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}