Today more than ever, corporations and their executives are facing the demands of risk management, performance reporting and cash management. Taylor Wealth Management Group can assist corporations in the following areas.
TWMG can assist CFO’s and Treasurers with the management of excess corporate cash. We can design and implement a customized plan to meet specific corporate objectives. We typically fine that most corporate cash programs are very conservatively managed and liquidity is extremely important for immediate access.
TWMG consults with local TPA’s (third party administrators) to help customize retirement plans. Every corporation has different needs and objectives. We focus on the following areas.
- Needs Analysis and Corporate Objectives
- Fee Analysis
- Plan Design
- Fiduciary support
- Participate Education
Over the years, we have consulted with corporations on Define Benefit, Define Contribution and Executive Non-Qualified Retirement Plans of all sizes. A common theme we see with many executives is the demand of their time with having to worry about managing their fiduciary responsibility regarding their retirement plan. Although a plan sponsor can never eliminate their fiduciary obligations, we can help in transferring some of the fiduciary risk.
Executive Consulting Program
TWMG offers consulting services for executives who may have a large concentration of company stock, non-qualified compensation, and stock option programs.