Prevail

About Prevail

Corporate-Sponsored Retirement Plans RE-IMAGINED

Prevail’s retirement services team works directly with businesses and their employer-sponsored retirement plans.  We provide comprehensive advisory services, benchmarking, record keeper selection, participant education and act as a fiduciary under ERISA 3(38).

Benefits for Highly Compensated Employees

Employer-sponsored plans can also be a tool for attracting and retaining qualified employees.  If you have highly compensated employees our team can help you design, and implement bolt-on strategies to help accommodate their unique needs. These may include Non-Qualified Deferred Compensation, 162 Bonus Plans, and Split-Dollar Plans.

Where Personal and Business Wealth Creation Merge

Many successful business owners have concentrated heavily on the success and growth of their business, generating income, creating a valuable asset, and building long-term wealth.  Their focus on can cause blind spots when looking at their total wealth picture—both in the present and the future.  Up to 90% of personal wealth is concentrated in many privately held businesses, creating challenges from a financial planning perspective.

We Don’t Just Offer the Financial Services You Need, We Integrate Them

At Prevail, we untether ourselves from convention. We surround each client with a financial board of directors who work as a team to help create, grow and preserve our clients’ total wealth.

• Transfer assets into a tax free environment
• Leverage existing assets to a greater return
• Use market volatility as an advantage with actively managed portfolios
• Diversify with alternative assets by incorporating private real estate
• Maximize your income protection with access to multiple disability income markets

Find out more about Prevail at www.prevailiws.com