Unlike qualified plans that are limited by substantial government restrictions, non-qualified plans are bounded only by a few basic rules – and by imagination. That's why we tailor-build plans from the ground up. As a result, you gain a custom design solution that you may then choose to implement on your own, or with our assistance.

Our Process
We take an interactive approach to benefit plan design, and seek an effective and cost-efficient program for each client. We begin with an understanding of your company's specific unique situation, needs and goals. We then analyze current benefit offerings in light of several factors, such as:

• Client's benefit philosophy and objectives
• Government restrictions
• Current competitive environment

We typically solicit input from your senior management across several disciplines, including:

• Human Resources
• Treasury
• Legal
• Communications

Effective Solutions
Focusing on a number of specific compensation and benefits needs, we examine multiple solutions and analyze the financial impact of alternatives to find the one that best matches your objectives. Our analysis may lead us to recommend creating new programs – or amending existing ones.

Working closely with company management, we then develop parameters for gauging the plan's success, emphasizing the balance between benefits delivered and costs incurred.

Custom-designed plans are supported on an on-going basis through comprehensive client service, that includes online plan management.

 

Neither Mesirow Financial nor its employees provide tax advice. Securities offered though Mesirow Financial, Inc,. Member NYSE/SIPC.