Are your highly valued executives realizing the full potential of their financial benefits and investments? Are your benefits structured to provide executives with the support and guidance they need to make crucial financial decisions with ease?

Preparing for, transitioning to and successfully managing financial assets during retirement are some of the greatest challenges key executives face. MullinTBG understands that meeting the complex wealth accumulation needs of the highly compensated requires a sophisticated solution, which is why we created ContinuumSM.

ContinuumSM integrates objective, professional advice and guidance with benefit plan and overall investment consulting for total lifelong support of executives' financial well-being.

Providing your executive plan members with the resources to transform their deferred compensation and other benefit plan savings into an enhanced wealth management strategy for the long-term effectively:

• Gives them a greater appreciation of their total employee benefits
• Builds your executives' confidence in their financial future
• Motivates them to perform and succeed for the organization

Continuum Advisory Services Include:

• Individualized portfolio review
• Asset allocation modeling
• Money manager and mutual fund due diligence

There are three levels of ContinuumSM advisory services – all provide valuable financial planning, education and advice, with Echelon and Elite scaled to deliver expanded consultative financial care to larger accounts and C-suite members.

All Executive Plan Members Receive Access To:

• Highly experienced ContinuumSM investment professionals, who specialize in:

  	Financial planning that can incorporate nonqualified, qualified, and personal investments to help optimize results
  	Determining risk tolerance and appropriate asset allocation
  	Reviewing fund choices, account performance and long-term strategy
  	Providing ongoing financial counseling before, during transition to and after retirement

• ContinuumSM educational seminars on nonqualified plans and how they most effectively coordinate with 401(k) and other benefits
• State-of-the-art online financial planning tools, including: 24/7 access to plan account information Educational bulletins with the latest news on investment strategies
• Continuing, lifelong financial advice

Two Enhanced Continuum Service Levels Deliver Additonal Counseling Features:

Resulting Corporate Advantages of Continuum:

• Reputable professionals who are intimately familiar with the nuances of deferred compensation and executive benefit plans provide reliable, sound investment education to executives
• Executives spend less time on personal finances and more time on achieving corporate objectives that add value to the bottom line
• Helps executives maximize the value and effectiveness of their employee benefits, increasing plan participation and overall job satisfaction
• Costs can be absorbed by executive plan members and would therefore be neutral to the sponsoring company
• In an era of diminishing pension contributions, provides a competitive edge in benefit offerings for attracting and retaining top industry talent looking to reach specific financial and retirement income goals
• Administrative efficiencies realized by reducing Human Resources burden of managing DCP enrollment and inquiries, as well as related requests for financial advice that they are either not equipped to handle or prohibited from dispensing