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LIQUIDITY

INVESTMENTS

RETENTION

Withdrawals

Generally, deferred comp is illiquid. One of our innovations is the Cascade Right (CaR®) benefit schedule. It consists of a rolling stream of 20 quarterly payment buckets. Each quarter, you can elect to withdraw all or part of the bucket due in 12 months. Any amounts not withdrawn "roll forward" to the end of the line.

Traditional Fixed Structures
With a traditional structured arrangement, payment amounts are fixed at the outset both with respect to amount and timing. Neither can be changed, even if interest rates rise or your financial needs change.



Loans

Deferred comp may not be pledged as collateral for loans. We do, however, lend to CaR® holders. Loans are underwritten on a case-by-case basis.