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Pension Planning - A Conversation with Steve Bowers

Equity Granted: An Executive Chat
April 21, 2021

When an executive is faced with a pension decision, they’re making an irrevocable choice. Most executives will admit they don’t want to “blow it” and make the wrong decision. Often, they’re overwhelmed by the plethora of election options within the plan. When a company makes changes to its pension plan, this can throw a monkey wrench into the executive’s already well-thought-out timing strategy. Pension Planning is the process of comparing various pension election choices in order to determine an optimal strategy for the future.

Counsel Stephen Bowers discussed pension planning considerations from both an employer and employee perspective as a guest on SFG Wealth Planning's "Equity Granted: An Executive Chat" podcast. SFG Wealth Planning's Owner, Senior Vice President and Lead Advisor/Investment Specialist Matthew P. Witter hosted the podcast. The episode, "Pension Planning - A Conversation with Steve Bowers," is available through SFG Wealth Planning, on Apple Podcasts, Spotify and anywhere you get your podcasts.

Stephen serves a broad array of corporate clients and has notable experience guiding employers of all types through industry-specific employee compensation and benefits rules. He advises employers on the design, operation and regulation of executive compensation agreements and employee pension and healthcare plans.

This correspondence should not be construed as legal advice or legal opinion on any specific facts or circumstances. The contents are intended for general informational purposes only, and you are urged to consult a lawyer concerning your own situation and legal questions.
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