What We Do For You
We create The Lilly Employee Analysis & Plan™ (The LEAP™), a tailored process designed specifically for Lilly professionals.
A personalized financial plan and investment strategy just for you that integrates your Lilly benefits, answers the questions you have about your financial life, and helps you move from uncertainty to confidence.
The Lilly Employee Analysis & Plan™ may include, but is not limited to:
- Retirement planning (accumulation and distribution)
- Investment analysis
- 401(k) Rx – a custom investment strategy for your Lilly 401(k)
- Pension (Part A, Part B, Transition Group)
- Equity awards: Restricted Stock Units (RSU), Performance Awards (PA), Shareholder Value Awards (SVA)
- Concentrated employer stock
- Life Insurance Analysis
- Tax Planning
- Estate Planning
- Education Funding Analysis
- HRA vs. HSA analysis (including HSA investment strategy)