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Employee Benefits Business Strategies 

In the corporate benefits world, companies are being called on to do more with increasingly more limited budgets. That is why business owners and executives call on Regal Wealth Advisors to drive enhanced value through employee benefits programs that seek to attract talented employees, improve employee satisfaction and retention, and help provide the best value for a company's benefits-dollar.

Client Centered

Regal Wealth Advisors helps in the design, benchmark, vendor selection, implementation, and stewardship of group employee benefit programs and executive programs for growing small and mid-sized companies.

An independent firm benefits you. At Regal Wealth Advisors, we are not required or influenced to use any particular health, wealth, or welfare benefits provider. As an independent firm, we evaluate the universe of available providers, platforms, and strategies, and recommend what we believe are “best-in-class” strategies.

Retirement Benefits:

  • 401(k) Plans
  • Pension / Profit Sharing Plans
  • SIMPLE and SEP Plans
  • Custom Designed Qualified Plans

Executive Benefits:

  • Non-Qualified Deferred Compensation Plans
  • Phantom Stock Plans
  • Executive Group Carve-out Plans
  • SERP-Supplemental Employee Retirement Plans

Key-Person Coverage Protection and Buy-Sell Agreement Funding

  • Life Insurance Programs
  • Disability Insurance Programs

Let's talk. We can help you optimize your employee benefits dollar.

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