To provide independent, fee based consulting services tailored to meet the specific needs of employers and employee-participants in connection with the design and implementation of both qualified and non-qualified deferred compensation plans. To serve as a strategic planning resource for employers in optimizing income replacement by effectively utilizing both public and private sources. To assist employers and employee-participants in selecting appropriate investment vehicles to meet their stated investment objectives. To act as an intermediary between the employer and employee-participants and various vendors of deferred compensation plans to insure that such plans meet their specific investment criteria. To determine whether the cost associated with deferred compensation plans is appropriate and reasonable in the specific factual situation for both the employer and its employee-participants.

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