Plans That Travel Well

Some of your most valuable people are the ones who live and work around the world. But designing and administering compensation plans for your top globetrotting earners is tricky. Say-on-pay shareholder votes, tax incentives to reduce base salary, hard caps on bonuses and other new regulations are just some of the issues you have to keep up with. Then there are the local tax, legal and Social Security requirements. It's enough to make your head spin like a globe.

You need a partner to manage your advisory, administrative and benefits solution services in multiple currencies under numerous jurisdictions. We can do that and so much more. We can manage the day-to-day requirements of voluntary, mandatory incentive alignment plans and other benefits for both U.S. and non-U.S.-based plans for thousands of secure accounts.

Helping You Meet New and Evolving Needs

When you work with us, you get expertise in global executive compensation programs with members and participants on five continents. You'll have access to offshore trusts and account valuation for diverse portfolios, including:

  • Retail funds
  • Alternative investments
  • Investment strategy funds
  • Other investment vehicles

Additionally, you'll receive robust reporting for currency exposure, residency and other international issues.

No matter where the funds are based, they can be administered and valued in the native currency. You’ll be able to produce reports on demand in a common currency or native fund currency to show to stakeholders, including:

  • Human resources
  • Finance professionals
  • Compliance officials
  • Tax officials
  • Investment committees
  • Trustees
  • Nominees
  • Custodians

We can work with you to figure out your or your plan's specific currency exchange requirements for awards, valuations, distributions and other processes.

Benefits That Travel with Them

If you're based in the U.S., we can help you with plans for U.S. citizens, permanent residents or anyone required to file a U.S. tax return, no matter where they live and work, including:

  • Australia
  • Brazil
  • Canada
  • China
  • France
  • Germany
  • India
  • Italy
  • Japan
  • Singapore
  • South Africa
  • Spain
  • U.K.

Your services will meet International Standard for Assurance Engagements No. 3402 audits. Recognized internationally, these auditing standards were developed by the American Institute of Certified Public Accountants, demonstrating controls over information technology and related processes.

Luggage with location stickers on it

Request a Proposal

The beginning of a great relationship is just a click away.

Learn More

Find an Office

We're a global company with local presence. Find an office near you.

Learn More

Contact Us

Learn more about solutions that can help you reach your goals.

Learn More