Our Process

 

  1. 1
    Strategic Assessment
    In order to create a Game Plan, it’s important that we develop a clear understanding of your organization and its objectives.

    Questions to Consider

    • What Are Your Goals?
    • Review of Existing Plans?
    • Golden Handcuffs: Retention of Key Officers?
    • Maximizing Pre-Tax Savings?
    • Incentive Compensation?
    • Retirement Income Strategies?
    • Planning for Directors?
    • Survivor Benefits?


  2. 2
    Plan Design
    Using a consultative approach, we will develop customized Plan Design alternatives that integrate with your organization’s strategic
    plan.
  3. 3
    Plan Implementation
    Whether it’s meeting with your Board or Compensation Committee, assisting with regulatory compliance documentation, or enrolling plan participants, GFG will guide you in the successful implementation of your Plan.
  4. 4
    Plan Financing
    For prudent financial management of the organization’s obligation, an Asset Reserve should be established. GFG will craft a sound financial strategy and deliver institutionally-designed financial products in order to fuel your Executive Benefits Program.
  5. 5
    Plan Servicing
    GFG’s client-focused business model ensures that our clients’ Executive Benefit Programs are handled efficiently with limited time required by the staff of the Bank.  Whether it’s presenting Annual Review Reports at Board meetings, providing on-demand data for examiners, adding new participants to a plan, or addressing basic questions- our team of professionals is committed to providing excellent client-service.

 

 

 

 

 

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