Regal Capital Management has a very unique approach to the design and implementation of corporate retirement plans and executive benefits. This stems from the fact that we are an independent planning and consulting firm, so we do not sell products, and are not biased in any way. We have adapted our fee-based, objective approach to the financial planning process to the corporate environment, which has put us in the position of being hired by companies to evaluate their benefits.

This process begins with data gathering, where we disover the motivations behind certain benefits. These objectives will often include encouraging employees to save for retirement, rewarding key or rank and file employees, or both, employee retention, funding retirement objectives for owners, or reducing company overhead.

Company Retirement Plan Design and Implementation

• 401(k)
• Profit sharing
• SEP-IRA
• Money purchase
• 403(b)
• SIMPLE IRA and SIMPLE 401(k)

Other Benefits Programs Executive Compensation

• Non-Qualified Deferred Comp
• Corporate Owned Life Insurance (COLI)
• Spill-over plans
• Excess benefit plans
• Supplemental Employee Retirement Plans (SERP)
  
  Other Benefits
• Health Savings Accounts (HSA)
• Healthcare Reimbursement Accounts (HRA)
• Cafeteria plans and flexible spending accounts
• Disability Benefits
• 529/Prepaid tuition plans
• Financial Planning

Other Business Programs

• On-Site Educational Programs
• Business Consulting
• Income Tax Planning and Preparation
• Payroll Processing and Tax Filing
• Financial Statement Preparation and Bookkeeping
• Tax Reporting and Compliance
• Quickbooks Consultation and Maintenance