Executive Benefit Services
C. K. Cooper & Company offers a wide variety of services to meet your executives
needs. From full service execution of Restricted Securities to all aspects of Portfolio
Management, we have the answers to all of your questions.
Our Executive Benefit Services include:
- Full Service Execution and facilitation of all transactions related to SEC rules
144, 145, 701 and sales by prospectus (S-3)
- Variable Forward Sale and Stock buyback programs including Rule 10b18, Regulation
M, and Rule 10b5-1
- Financial and Estate Planning
- Trust Services
- Direct Investments
Corporate Retirement Plans
Defined Contribution Plan – A plan that defines how much you, or your employer will
contribute as you go. This approach doesn’t specify the amount of benefits received
at retirement.
- Profit Sharing Plan
- Money Purchase Plan
- 401(k) Plan & 403(b) Plan
- Simplified Employee Pension (SEP) IRA
- Simple IRA
Defined Benefit Plan – A plan which spells out how much money you will receive at
retirement. This approach then formulates how much you need to contribute, to reach
that goal.
- Pension Plan
- Stock Bonus
- Stock Purchase Plan
- Employee Stock Ownership Plan
