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TRACK RECORD

TIMELINE OF
KEY EVENTS

Below is a sampling of our innovations:
Optlink® – flexible, rule-based recordkeeping, valuation and online system that provides scriptable automated administration of most any plan design, whether monomial or polynomial

CaR® Trust Account – maximizes the security of deferred compensation for contingency fee lawyers

Cascade Right (CaR®) – maximizes investment flexibility and benefit flexibility for contingency fee lawyers

Fund Alignment Right (FAR®) – enables investment funds to align managers with long-term interests of institutional investors

Cascade Plan® – maximizes liquidity and benefit flexibility under Section 409A of Internal Revenue Code

Fund Appreciation Right® – enabled contingency fee lawyers to invest fees in investments of their choosing, and retain liquidity

Security Option Plan (SOP®) I – enabled tax-exempt organizations and state and local governmental entities to provide unlimited deferred compensation to executives and other key employees under Section 457 of Internal Revenue Code

Security Option Plan (SOP®) II – enabled public companies to provide deferred compensation that was liquid