Help with decision processes for benefit elections
Review of proposals from product vendors
Explanation of choices to interested parties, including spouse, attorney, accountant
Change of Employment
Valuation of benefit packages
Valuation of Benefits in Divorce Proceedings
Pensions
Stock options
Insurance programs
Value of tax shelter of qualified benefits
Trusts
Determination of percentage "ownership" of complex trusts attributed to various beneficiaries,
reflective of income shares, principal shares and life contingencies
2% owners for subchapter S purposes
5% owners for employee benefit HCE definition
50% and 80% tests for controlled group of corporations