Contact us for Consulting and Insurance Services
Executive Benefit Plan Design, Implementation, and Ongoing Consulting
Fact-find corporate goals; review design and prepare options for discussion; build a timeline and design terms sheet for approval; conduct financial modeling and guide informal plan financing discussions; implement selected recordkeeper; coordinate and design enrollment materials; facilitate enrollment; and complete plan legal/compliance.
Executive Benefit Plan Review and Audit
Engage outside counsel to co-conduct third party review of existing plan document; 409A and ERISA compliance review of plan and administration; original intent as compared to existing plan design; participant notional investment menu review; plan financing P&L efficiency and accounting audit; payroll tax and systems review; and plan peer trends analysis.
Buy-Sell Plan Design and Implementation
Formational and operational document review; goals determination; document draft; transition trigger risk hedge and plan document coordination; plan financing and financial risk analysis; buy-sell and estate plan coordination; "Business Emergency Plan" one-pager.
Buy-Sell Plan Review and Audit
Review terms and plan party turnover; renewed goals determination; document terms review to ensure goals covered; transition trigger risk hedge and plan document coordination; plan financing cost and coverage analysis; buy-sell and estate plan coordination; "Business Emergency Plan" one-pager.
Personally Owned Insurance Product Review
In the insurance industry we hear the phrase "products are sold, not bought" too often. So, we offer our clients a no cost analysis of the insurance products they own. Our team applies the same analytical engines we use when assessing the products our corporate clients purchase. Our analysis presents you options and next steps in the event we find something to be concerned about.
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TriAlpha Capital, LLC - TriAlpha Capital
Chicago, Illinois, United States
Copyright © 2024 TriAlpha Capital, LLC - All Rights Reserved.
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Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. LSF and TriAlpha Capital are independent and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. This site is published for residents of the United States only. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every professional listed.
*David Veatch is not affiliated with Lion Street Financial, LLC.
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