Corporate Resources

We help business owners take control of their finances with custom-tailored strategies.

Retirement Plans

  • 401(k): Owner 401(k), Roth 401(k)

  • 403(b)(7) (non-contributory), 403(b)(1)

  • Profit-Sharing

  • Defined Benefit & Cash Balance

  • SIMPLE IRA

  • SEP IRA

Executive Benefits

  • Wealth Management Services

  • Executive Bonus Plans

  • 409(a) Deferred Compensation Plans

  • Split Dollar Plans

  • Group Carve Out

Business Planning

  • Key Person Coverage

  • Buy-Sell Agreements

  • Succession Planning

  • Business Overhead Expense

  • Disability Buyout

  • Employee Stock Ownership Plans (ESOP)

Group Insurance & Employee Benefits

  • Health Insurance

  • Long-Term Care Insurance

  • Disability Income Insurance

  • Life Insurance

  • On-site Education

CMG Corporate Retirement CTA Scott Moulton

"It’s important to ensure you’re delivering high quality benefits that are designed to attract and retain high quality talent."


Scott G. Moulton
Managing Partner
CMG Benefits Advisors

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(203) 306-517

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