Corporate Services Overview

Being the top Company in your industry is just a few short steps away… Allow us to help get you the rest of the way!


Our corporate services include:

  • 401(k) and Qualified (ERISA) Plan Consulting. 
  • Employee Benefit Planning
  • Executive Benefit Planning
  • Corporate Risk Management
  • Corporate Tax Advantage Plan Design












With the continuing movement away from traditional pension plan system and the ongoing challenges confronting the social security system, company sponsored retirement plans have become a main mechanism through which many Americans accumulate wealth and save for retirement.

Coupled with recent regulatory mandates, ERISA, and Qualified Plans in general have taken on added importance as well as complexity, both for the individual plan participants and also for the companies who sponsor these plans.The Pacific Group is keenly focused on the design, implementation, and maintenance of 401K and other ERISA* plans. We tailor each plan to meet the specific need of the company and its employees, with an emphasis on the following areas:

  • Assisting the company protect itself from potential liabilities
  • Designing a plan unique to each individual company
  • Ensuring fees and other expenses are customary and appropriate
  • Ensuring employees have access an experienced advisory team

*Employee Retirement income Security Act.

As in most developed nations, labor costs for U.S. companies accounts for the vast majority of the overall cost structure of many enterprises. As the world economy becomes increasingly interconnected and labor and resources move seamlessly across borders, effectively managing these costs could create a substantial competitive advantage for a corporation.In collaboration with our clients’ other professional advisors, The Pacific Group conducts in depth cost/benefit analysis, coupled with periodic reviews, to help ensure that employee benefits are appropriately managed and competitively priced for each specific client industry and geographic location.


Our analysis includes:

  • Health and wellness
  • Income insurance
  • Dental
  • Vision
  • Group Life
  • Group long and short term disability
  • Section 125
  • Employee Assistance Programs (EAPs)

In an increasingly competitive, globalized world, a company’s survival often depends on its ability to recruit a talented management team and other employees critical to the value creation process. Just as important is retaining this talent. The valuation premium afforded to many companies by investors often boils down to one thing: a talented, capable, and motivated management team.


Through a collaborative, bottoms up approach, The Pacific Group assists companies in designing and implementing executive benefit plans that effectively reward each individual for his or her efforts towards achieving the company’s overall objective, and motivate each individual in the pursuit of greater heights of achievement.

While calculated business and financial risk is often the hallmark of successful enterprises, managing this risk on a day to day basis is of critical importance. Risks that often go unmanaged by many successful companies are those associated with the human capital of the owners and/or key “value drivers” of the business. 


This is often heightened when the business is privately owned or relies overwhelmingly on the efforts of a few key individuals.The Pacific Group assists corporations to identify these risks, whose components often vary by industry and the unique characteristics of each individual organization. We model the risks with an objective to quantifying them. We subsequently design effective structures to assist in isolating and hedging them.These strategies include:


  • Business Succession Planning
  • Key Person Planning
  • Disability Funding

With nominal tax rates that rank among the highest in the developed world, US domestic corporations find it increasingly challenging to compete in a world that is becoming more and more globally intertwined. 


Managing corporate tax liabilities often frees up additional capital to be utilized in growing the business and expanding into alternative products, services or markets.Through the use of a suite of individually tailored plan designs, The Pacific Group consults with corporations, public and private companies, private equity and other private financial partnerships to design and implement effective structures to address these taxes and enable companies to retain and deploy capital more efficiently.


The Pacific Group and its associates do not provide tax, accounting or legal services. You should consult with your own tax and legal advisors regarding your particular circumstances.