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The Wolf Pension Group, LLC
114 Old Country Road, Suite 116
Mineola, New York 11501
email@e-risa.com
516.877.9653
- ERISA Compliant Assistance
- Retirement Plan Design
- Plan Implementation & Administration
- Legal Services
- Health & Welfare Plans
- Pension Benefits Planning
- Investment Assistance Services
- IRS & DOL Correction Programs
- ERISA Compliant Assistance
- Retirement Plan Design
- Plan Implementation & Administration
- Legal Services
- Health & Welfare Plans
- Pension Benefits Planning
- Investment Assistance Services
- IRS & DOL Correction Programs
- ERISA Compliant Assistance
- Retirement Plan Design
- Plan Implementation & Administration
- Legal Services
- Health & Welfare Plans
- Pension Benefits Planning
- Investment Assistance Services
- IRS & DOL Correction Programs
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For our clients who want to give their executives a sense of sharing in equity, but do not wish to issue stock, we have implemented “phantom stock plans” or “stock appreciation rights plans,” which provide executives with contractual benefits measured by the increase in the value of corporate shares.
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- Excess Benefit Plans
- Secular Trusts
- Top Hat Plans
- Rabbi Trusts
- Salary Continuation Plans
- Section 457 Plans (Eligible and Ineligible)
- Section 83 Plans
- Phantom Stock Plans
- Section 403(b) Plans
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WLG has significant expertise in the tax (income and estate) and income aspects of structuring life insurance programs for key executives, including split dollar life insurance and insurance bonus programs. WLG plays an active role in assisting clients and their life underwriters in the following areas: selecting the most appropriate carrier, product, and financing method for the product; allocating premium payments between the employer and employee; implementing the most effective tax structure for the plan; minimizing income tax to the employer and estate tax to the executive, and ensuring ERISA compliance.
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- Restricted Stock Plans
- Non-Qualified Stock Option Plans
- 409A Compliance Amendments
- Incentive Stock Option Plans
- Stock Appreciation Rights Plans
- Long and Short Term Incentive Bonus Plans