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Government regulations, rapid technological advances and growing global competition are transforming the way companies do business. The combination of these trends makes designing and administering effective compensation and benefit plans increasingly complex and critically vital to your long-term goals. Additionally, increased IRS scrutiny of executive compensation, and the government’s effort to close the tax gap are causing today’s business leaders to face even bigger challenges.

Alvarez & Marsal (A&M) brings a dedicated team of compensation and benefits professionals who assist the C-suite and boards in designing new compensation and benefit plans. We assist in managing the tax, financial and regulatory burdens associated with these plans. We work alongside management to evaluate and enhance existing long-term incentive plans and review programs for compliance with changing laws and regulations. Our services can help lower costs, improve performance, boost a company’s bottom line, and attract and retain key performers.

 

Government regulations, rapid technological advances and growing global competition are transforming the way companies do business. The combination of these trends makes designing and administering effective compensation and benefit plans increasingly complex and critically vital to your long-term goals. Additionally, increased IRS scrutiny of executive compensation and the government’s effort to close the tax gap are causing today’s business leaders to face even bigger challenges.

Alvarez & Marsal (A&M) brings a dedicated team of compensation and benefits professionals who assist the C-suite and boards in designing new compensation and benefit plans. We assist in managing the tax, financial and regulatory burdens associated with these plans. We work alongside management to evaluate and enhance existing long-term incentive plans and review programs for compliance with changing laws and regulations. Our services can help lower costs, improve performance, boost a company’s bottom line, and attract and retain key performers.

 

Hover over the content sections below to learn more about Alvarez & Marsal's expertise in key areas of LTIP plan design. 

Overview Market Benchmarking LTI Vehicle Alternatives Performance Metrics & ESG Tax & Accounting Equity Admin & Ongoing Support

LTI Plan Design

Overview

Alvarez & Marsal (A&M) brings a dedicated team of compensation and benefits professionals who assist the C-suite and boards in designing new long-term incentive (LTI) plans and maximizing the effectiveness of existing plans. Throughout this process, we help manage the tax, financial and regulatory burdens associated with these plans.

Market Benchmarking

A&M assists with the quantification and design of new executive and broad-based compensation arrangements that are aligned with both the organization’s overall strategy and competitive market practices.
 



 

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LTI Vehicle Alternatives

A&M assists organizations with developing LTI programs to aid with retaining and incentivizing top talent while helping the company achieve key performance goals and drive long-term growth.

Below are threshold issues that should be addressed by companies that are considering implementing a LTI plan:

  • Form of award
  • Type of award

     
  • Award vesting
  • Settlement of award
     
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Performance Metrics & ESG

Long-term incentive plans are excellent avenues to align key employees’ interests with the company’s overall long-term strategic goals and objectives.  This requires carefully crafted performance metrics that will motivate and incentivize employees to take certain actions for the betterment of stakeholders.

It is important to keep a pulse on the latest trends in performance metrics as well – for example, stakeholders are increasingly insisting on ESG metrics being incorporated into incentive programs to ensure alignment with these key objectives.

 

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Tax & Accounting

A&M is a full-service consulting firm that provides not only compensation advice, but also guidance on the tax, accounting, and legal implications.

Clients contact us when questions arise around Internal Revenue Code sections 280G, 162(m), 409A, 83, 422, 423, and 424 and the accounting rules under ASC 718.



 

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Equity Admin & Ongoing Support

Our equity administration services provides a simplified, compliant platform, and deliver an excellent service and experience for your employees, while eliminating your administrative burden. Our equity administration services include: 

  • Full implementation and administration support with data conversion and accounting reconciliation 
  • Expert support staff of Attorneys and CPAs
  • Continuous training, communication and customized education 


 

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Our Experts

Brian Cumberland

Managing Director
United States

Brian Cumberland

Managing Director
Brian Cumberland is a Managing Director with Alvarez & Marsal Tax in Dallas. He leads the firm's Restructuring Compensation practice.
Dallas
@alvarezmarsal
LinkedIn
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John Schultz

Managing Director
United States

John Schultz

Managing Director
John Schultz is a Managing Director with Alvarez & Marsal Tax in Denver. He co-leads the Compensation and Benefits practice.
Denver
@alvarezmarsal
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Allison Hoeinghaus

Managing Director
United States

Allison Hoeinghaus

Managing Director
Allison Hoeinghaus is a Managing Director with Alvarez & Marsal Tax's Compensation and Benefits practice in Dallas.
Dallas
@alvarezmarsal
LinkedIn
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Brennan Rittenhouse

Managing Director
United States

Brennan Rittenhouse

Managing Director
Brennan Rittenhouse is a Managing Director with A&M Tax in Denver. He specializes in compensation and benefits planning and consulting.
Denver
@alvarezmarsal
LinkedIn
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J.D. Ivy

Managing Director
United States

J.D. Ivy

Managing Director
J.D. Ivy is Chief Operating Officer for Alvarez & Marsal Tax in Dallas. He serves as Co-leader and Managing Director for the Compensation and Benefits Practice.
Dallas
@alvarezmarsal
LinkedIn
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Kim Schultz

Managing Director
United States

Kim Schultz

Managing Director
Kim Schultz is a Managing Director with Alvarez & Marsal Tax, LLC in Denver, Colorado. She specializes in compensation and benefits planning and consulting. Ms. Schultz provides a full range of consulting services on all types of qualified retirement plans and health and welfare arrangements. She is experienced in plan compliance issues, reviewing plan operations, streamlining processes and procedures, identifying issues and then helping clients through the various correction programs.
Denver
@alvarezmarsal
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Jeff Swerdlow

Managing Director
United States

Jeff Swerdlow

Managing Director
Jeff Swerdlow is a Managing Director with Alvarez & Marsal’s Tax Compensation and Benefits group in Denver. He brings experience assisting public, privately held, private equity and non-profit organizations as an executive compensation consultant and attorney.
Denver
@alvarezmarsal
LinkedIn
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