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Corporate Benefits Planning

business meetingWashington Trust can help a corporation and its employees overcome the time constraints and other challenges of creating “financial wellness” by:

  • Developing plans to help C-suite employees achieve their life goals
  • Investing with a process that includes thoroughly researched, best-in-class investment managers
  • Tailoring plans to each client’s individualized circumstances
  • Reviewing and adjusting the plan as needed
  • Providing employees with peace of mind knowing that their financial affairs are taken care of, increasing employee retention
  • Allowing executives to focus on their job, thereby increasing the likelihood of corporate and personal success

For the corporation, Washington Trust will:

  • Communicate how the benefits plan works
  • Develop a suitable benefits strategy and delegate personal benefits administration
  • Provide a trusted advisor to discuss and manage the plan

Case Study

The Busy Corporate Executive

A C-suite executive sought advice on exercising stock options and semi-retire to spend more time with his family and continue to work in his privately held business.

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Washington Trust, the "W" logo, Washington Trust Wealth Management and Halsey Associates are registered trademarks of The Washington Trust Company.
Weston Financial is a subsidiary of The Washington Trust Company. Halsey Associates is a part of Washington Trust Wealth Management, a division of The Washington Trust Company.

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